China Banks: Income Opportunities Compensate for Balance Sheet Risks.
Chinese banks are not excessively valued on a P/Book, PER, Franchise Valuation, and Dividend Yield basis. One can pick up shares in the low-risk...
468 Views
Bank of Communications: Weaving a Net Is Better than Praying for Fish at the Edge of the Water.
Bank Of Communications (601328 CH) showed some positive signs in its latest Q119 release. In fact, though this is not always so, the bank broadly...
491 Views
HK Connect Discovery Weekly: PICC, Xinyi Solar (2019-03-08)
In our Discover HK Connect series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by...
166 Views
HK Connect Discovery - February Snapshot (Tencent, COFCO Meat)
This is a monthly version of our HK Connect Weekly note, in which I highlight Hong Kong-listed companies leading the southbound flow weekly. Over...
312 Views
HK Connect Discovery Weekly: China Tower, Geely, COFCO Meat (2019-02-15)
In our Discover HK Connect series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by...
652 Views