A/H Premium Tracker (To 15 Nov 2024): AH Premia Rise Sharply; Hs Shellacked Vs As In Most Sectors
H/A Pairs got hurt badly this week - on average liquid Hs underperformed their As by 3.7% - as HK and China markets fell sharply after stimulus was...
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CICC (3908 HK): M&A Possibility
China's securities industry is consolidating. A potential merger between CICC and CGS could create the 3rd largest securities house in China. CICC...
374 Views
China & HK Strategy: Names to Watch for Market Value Management
CSRC's Market Value Management Guidelines will benefit the H-share banks and infrastructure construction companies because their A-shares have P/B...
139 Views
CICC (3908 HK): Soon to Be Its Time
CICC is a laggard among Chinese securities companies. With the market rebound, its earnings and share price are set to improve rapidly. Its 0.4x P...
399 Views
A/H Premium Tracker (To 10 May 2024): Excellent Quiddity Portfolio Gains as Hs Rally Huge Vs As
AH Premia narrowed significantly. As an average, they are down near 52wk lows, with most of the move having taken place in the last 3 weeks. Some...
398 Views