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...
424 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....
530 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...
572 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...
470 Views
Angang Shares Discount Cycle-Trough: Buy
INVESTMENT VIEW: Angang Steel Co Ltd (H) (347 HK) shares look to be pricing in a more bearish profit scenario than we currently forecast. Despite...
383 Views