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Haitong Securities Co Ltd (H) (6837 HK)
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334
Analysis
Financials
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China
Haitong Securities Co., Ltd. is a securities firm which acts as a broker, dealer for securities. The Company also provides investment advisory, placing and underwriting, nominee and custodian services.
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bullish
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Thematic (Sector/Industry)
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04 Mar 2015 10:03
CHINA SOE REFORM: Detailed plan due in the next 3 weeks. Potential implications
There is a growing expectation that mergers involving huge state-owned conglomerates could be part of China's soon-to-be-announced reforms of...
David Millhouse
276 Views
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bullish
•
Macroeconomics
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02 Mar 2015 09:52
CHINA ECONOMY: Thoughts and implications post the rate cut
The PBOC announced on Saturday that it will cut the benchmark deposit and loan interest rates by 0.25 basis point starting March 1. We have been...
David Millhouse
266 Views
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bearish
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Thematic (Sector/Industry)
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19 Feb 2015 11:01
CHINA SOE REFORM: Thoughts and implications of OIL MERGER rumours
Local press has been heavily speculating that we will get a detailed announcement of the SOE reform plan by March, where the number of central SOEs...
David Millhouse
325 Views
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bullish
•
Macroeconomics
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12 Feb 2015 09:18
CHINA MACRO: Brining forward our expectations of monetary easing
We are calling for another rate cut and 3 further 50 bps cuts of the reserve requirement ratio in the first half of 2015, with the next rate cut...
David Millhouse
295 Views
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bearish
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Thematic (Sector/Industry)
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09 Feb 2015 08:41
CHINA MARKET: China barred brokerages from selling third-party financing products
China barred brokerages from selling third-party financing products that help clients invest in stocks using borrowed money, such as umbrella...
David Millhouse
287 Views
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