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...
392 Views
Angang Steel: PMI Recovery to Support Shares: Close Short
INVESTMENT VIEW:The recovery in China’s March PMI index to 50.8 shows an unexpected expansion in economic activity. Historically, there is a...
532 Views
Angang Steel: Headwinds Intensify
INVESTMENT VIEW: The outlook for Angang’s profitability in 2019 is deteriorating quicker than consensus forecasts, we believe. Chinese steel...
374 Views
Shanghai/Shenzhen Connect - $8.5 Bn of Inflow in January (Kweichow Moutai, Gree, Midea)
In our Discover SZ/SH Connect series, we aim to help our investors understand the flow of northbound trades via the Shanghai Connect and Shenzhen...
451 Views
Discover SZ/SH Connect: Foreigners Were Buying Industries and Financials in December
In our Discover SZ/SH Connect series, we aim to help our investors understand the flow of northbound trades via the Shanghai Connect and Shenzhen...
563 Views