The Week That Was in Greater China@ Smartkarma: We like Angang, Magang, Baozun; CEG, Jianpu for IPO
China's Singles Day reaped a record-breaking USD 25.3bn for Alibaba, double of 2016 Black Friday and Cyber Monday sales combined (Source: CNBC). At...
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Anti-Pollution Measures a Plus for Magang, Angang
This winter environmental protection policies are curbing steel output in 28 of China’s most important steel-producing municipalities. Nationwide...
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The Week that Was in Greater China@Smartkarma: Storm, Steel, and Stocks at a Steal
This is the 16th issue of 'The Week that Was in Greater China@Smartkarma' which covers the week of August 27 – Sep 2 and features a selection...
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Beijing Steel Trader Visit - A Lot of Inventory - Bearish on Chinese Steel
We have seen a good ride for the Chinese steel stocks due to the strong real estate market and the economy overall. Steel traders were holding a...
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Reinitiating Coverage on Angang Steel With No-Moat, Stable Trend Ratings, FVE of HKD 2.70
We are reinitiating coverage on Angang Steel, one of the top 10 steel producers in China, with no-moat and stable moat trend ratings, along with a...
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