Shanghai/Shenzhen Connect Ideas: Moutai/Wuliangye, Wens, Lingyi ITech (2019-09-27)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
518 Views
Angang Steel: From Bad to Worse...
INVESTMENT VIEW: We highlighted in our April upgrade note that Chinese steel fundamentals were at cycle trough and have the potential to quickly...
437 Views
Last Week in Event SPACE: Naspers, Toyota, Askul, Aveo, Maanshan, Autech, Olympus, Abbvie/Allergan
Last Week in Event SPACE ... Prosus (PRX NA) should trade at a premium to Naspers (NPN SJ) (ignoring the tiny economic shrapnel of the S.A....
553 Views
Playing The Re-Rate On Maanshan's MGO
After Maanshan Iron & Steel H (323 HK) announced in May of this year that Anhui SASAC intended to transfer 51% of the equity interest held by...
587 Views
Shanghai/Shenzhen Connect Ideas: Healthcare Inflows Offset by Financials (2019-06-28)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
484 Views