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
Quiddity Weekly H/A: Share Spreads & Southbound Flows [Week to 12 Oct 2018]
This insight is an H/A Spread Monitor Project offering a brief look at recent changes in H-Share/A-Share spreads, Southbound flow and impact, and...
408 Views
China Banks – Profit Growth Is Only From Securities Gains
For the most part, China bank’s 1H18 profit growth YoY (and 2Q18 YoY) is from realized and unrealized trading gains, investment gains and fair...
274 Views
China Banks – Core Income Frailty, Dramatic Consumer Segment Weakness In 2Q18
Few of China’s banks have yet released full quarterly results, but two are Bank Of Communications Co H (3328 HK; BoCom) and Bank Of Zhengzhou (6196...
356 Views
Global Banks: Any Takers for the Unloved?
We are on the hunt for banking assets with poor technical momentum, strong fundamental trends, and cheap valuations.We drill into detail to find...
435 Views