AVIC Shenyang (600760 CH): Defense Is Defensive
AVIC Shenyang is a unique defense play in China with quality earnings outlook. We think it will benefit from the recent geopolitical tension and...
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AVIC Shenyang (600760 CH): Heating Up on China's Combat Aircraft Demand
AVIC Shenyang's solid 3Q21 suggests encouraging underlying demand momentum and positive cost management. The company will stay as a prime...
134 Views
China Aerospace & Defense A Shares: Value After Recent Sharp Rally
The China aerospace & defense A-share sector has had a stellar performance over the last two months, logging an average of 59.5% return. ...
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Smartkarma Originals
China Aerospace & Defense A Shares: An In-Depth Walkthrough
China's aerospace and defense industry offers unique investment opportunity to investors, but due to its high sensitivity, all major companies...
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The Latest Government FAI Target Warrants Stable Growth Prospects for Infrastructure Sector
The latest gathering of China’s National People’s Congress has produced some reassuring news for the domestic infrastructure sector. In our view,...
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