AVIC Shenyang (600760 CH): Defense Is Defensive
AVIC Shenyang is a unique defense play in China with quality earnings outlook. We think it will benefit from the recent geopolitical tension and...
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AVIC Shenyang (600760 CH): Heating Up on China's Combat Aircraft Demand
AVIC Shenyang's solid 3Q21 suggests encouraging underlying demand momentum and positive cost management. The company will stay as a prime...
134 Views
Smartkarma North Asia Weekly: POTUS Order, Kanzhun, Angelalign, & 3 Children Policy in China
In this edition of the Smartkarma North Asia Weekly, it summarizes some of the top insights on Smartkarma in the past week covering Japan, HK...
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STAR Board: CSI300 Index Rebalance: Rule Change Sees STAR Board Stocks Included
There are 26 inclusions/exclusions from the CSI300 index with a one way turnover of 3.87%. An expansion of the universe has 4 STAR Board stocks...
512 Views
AviChina (2357 HK): Buy The Modern Army Narrative
One would think the "modern army" maxim will catalyse companies such as AviChina (2357 HK). That is positive. But why subject capex to outside...
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