China – Soaring Real Estate Loans Makes One Wonder
China Construction Bank H (939 HK) (CCB) added real estate loans at more than double the amount of total corporate loans during 2018. This is...
565 Views
"Deep Doubts, Deep Wisdom; Small Doubts, Little Wisdom"
Postal Savings Bank Of China (1658 HK) is outgrowing its peers on the top-line given exuberant pace of credit growth (especially in consumer...
584 Views
HK Connect Discovery - March Snapshot (WH Group, Air China)
This is a monthly version of our HK Connect Weekly note, in which I highlight Hong Kong-listed companies leading the southbound flow weekly. Over...
560 Views
China Construction Bank: Not Strategically Dear
China Construction Bank (601939 CH) FY18 results reflected stability and some encouraging signs of positive fundamental momentum. The highlights...
562 Views
HK Connect Discovery - February Snapshot (Tencent, COFCO Meat)
This is a monthly version of our HK Connect Weekly note, in which I highlight Hong Kong-listed companies leading the southbound flow weekly. Over...
309 Views