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Kingboard Holdings (148 HK)
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28
Analysis
Information Technology
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Hong Kong
Kingboard Holdings Ltd, through its subsidiaries, manufactures laminates, copper foil, glass fabric, glass yarn, bleached kraft paper, printed circuit boards, and chemicals.
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Suggested
bearish
•
Thematic (Sector/Industry)
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18 Nov 2024 07:30
China & HK Strategy: Stocks Exposed to the US and Higher Tariffs
US tariffs may only affect an average of ~10% revenue of HK-listed industrials on a net basis. Vesync, Chervon, and AAC Technologies look exposed...
Osbert Tang, CFA
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202 Views
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bullish
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Cross Asset Strategy
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29 Jun 2024 08:10
The Heat Is On: News Flow and Sentiment in HONG KONG
China had positive flows into equity ETF's for June and mainland investors continued to direct money to Hong Kong stocks through the Stock Connect...
David Mudd
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464 Views
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bearish
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Red Star Macalline Group Corp
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03 Jul 2023 07:00
Hong Kong CEO & Director Dealings: Red Star's New Controlling Shareholder
The data in this insight is collated from the "shareholding disclosure" link on the HKEx website. These insights also flag those companies where...
David Blennerhassett
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392 Views
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bearish
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Intouch Holdings
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12 Apr 2021 15:37
StubWorld: Reverse Intouch's Stub; (Potentially) Set Up PICC (1339 HK)'s
Intouch Holdings (INTUCH TB)'s long-term discount to NAV and the simple ratio (Intouch over Advanced Info Service (ADVANC TB)) are at all-time...
David Blennerhassett
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320 Views
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bullish
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People's Insurance (PICC)
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26 Mar 2021 12:24
StubWorld: PICC (1339 HK) / PICC P&C (2328 HK)
A setup here - long PICC G, short PICC P&C - appears reasonable. One pushback is that as the A-share premium trends lower, the Hs could similarly...
David Blennerhassett
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463 Views
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