Quiddity Weekly H/A: Share Spread Monitor 16 Oct 2020
Weekly Monitor for H-Share/A-Share spreads showing spread/discount performance, spread Z-scores, southbound buying and selling and net activity...
409 Views
China Comm Const (1800 HK): Key Takeaways from Post-1H20 Result Investor Call
China Communications Construction (1800 HK) is definitely one of the worst pe
359 Views
China Comm Const (1800 HK): Every Dog Has Its Day
We believe the valuations of China Communications Construction (1800 HK) - 0.27x P/B and 3.9x PE (on a 12-month forward basis) - have well factored...
295 Views
Smartkarma Originals
Road to 5G: How to Make Money in 5G
In this report, we highlight the best money making ideas by identifying the winners and the losers of the sectors in the 5G value chain. For...
1.3k Views
China Infrastructure: Record Special Purpose Bonds Issuance to Drive Construction Sectors in 2H20
China's issuance of special purpose bonds (SPB) reached a record of Rmb2.4trn in 1H20, an overwhelming 73% YoY growth. At least 59% of the proceeds...
319 Views