China Financials: Silver Linings Playbook
Our Silver Linings Playbook outlines our views on the China financials names that are most likely to remain resilient in the face of macro...
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BOC Aviation (2588 HK): The Stars Don't Look Bigger, but They Do Look Brighter
As downstream players continue to hemorrhage cash, over 99% of BOCAVI’s aircraft are still cash-generating. Valuation is undemanding for a high...
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Bullish Inflections Around The World
In this report we outline key technical levels across markets and highlight actionable ideas within our Financials & Energy Sectors.
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Bank Credit Weekly: FOMC Meeting May Determine Near-Term Risk Sentiment
Weakening oil prices, a flattening US$ yield curve and rising Eurodollar futures together point to a decline in economic demand prospects combined...
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CSSC (HK) Shipping IPO: A Cyclical Business Masked as an Income Stock
CSSC (HK) Shipping, the ship leasing company under one of the world's largest shipyard CSSC (China State Shipbuilding Corp), is said to be...
806 Views