Last Week in Event SPACE: Sembcorp, Keppel, Cathay Pacific, China Conch, BHP, Swire, Huya/Douyu
Last Week in Event SPACE ... The dynamics here make this entire exercise regarding Sembcorp Marine (SMM SP) effectively a "Virtual IPO" or a...
430 Views
StubWorld: Waste Not, Want Not. China Conch Venture's All-Time Low
This week in StubWorld ... China Conch Venture Holdings (586 HK) continues to underperform 17.8%-held Anhui Conch Cement Co Ltd A (600585 CH),...
548 Views
China AH Premium: Trade Ideas As We Near Previous Highs
The Hang Seng Stock Connect China AH Premium Index (HSAHP) measures the absolute price premium or discount of A-shares over H-shares for the...
664 Views
China Infrastructure: Record Special Purpose Bonds Issuance to Drive Construction Sectors in 2H20
China's issuance of special purpose bonds (SPB) reached a record of Rmb2.4trn in 1H20, an overwhelming 73% YoY growth. At least 59% of the proceeds...
319 Views
Smartkarma Originals
China Environment Sector Deep Dive: Solid Waste Treatment
We are positive towards the outlook of China's solid waste treatment industry and believe the current share price level is a very good entry point,...
670 Views