HK Connect Ideas: Six Weeks of Inflows, BEW, Solars (2019-06-21)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
347 Views
China Citic Bank: Risk and Opportunity
Although more speculative and risky than the “Big Four” SOEs, China Citic Bank Corp (601998 CH) stands out according to our rankings as a...
582 Views
Bank of China: Cheap Globally by Any Valuation Metric
Buying shares in a high-yielding Chinese bank is of course predicated by a macro or socio-economic or political assessment of the country's...
615 Views
HK Connect Snippet: Two Consecutive Weeks of Inflows, Tencent, Geely (2019-05-24)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
569 Views
China Banks - A Pattern
While only few of China’s banks have reported 1Q19 results, there is a discernable pattern suggestive of worsening credit metrics. We also must...
778 Views