China's Moderating Infrastructure Spending Outlook to Drive Construction Firm Valuation Rerating
With the central government likely to implement a more prudent fiscal policy in 2018, we anticipate a moderating top-line outlook for the no-moat...
85 Views
Hebei Construction IPO Review - Late to the Xiongan Game with Corporate Governance Issues
Hebei Construction Group Co (1727 HK) is raising approximately US$314m in its upcoming IPO to fund the construction of projects that are to be...
348 Views
Industrial Capsule: Construction in China
Pace of China’s residential construction expected to decelerate Investments into transport infrastructure is growth driver in light of slow...
246 Views
Industrial Capsule: Real Estate Activities in China
China stays in control of its housing market, amid ballooning property prices The mortgage market witnesses strong recovery, but a slowdown is...
173 Views
China's New Silk Road Projects: Six 'One Belt, One Road' Investment Ideas
This note is intended to be a companion piece to Howard J Klein's new piece, A Time Traveler’s Guide to Xi’s Epic Silk Road Project: Who Really...
577 Views