HK Connect Ideas: Eight Weeks of Inflows, Sinoma, Sino Biopharm, Meituan/Xiaomi (2019-07-05)
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...
459 Views
Gamuda: Unjustly Punished
Investors have sold off some of the Malaysian stocks posts general election yet Gamuda Bhd (GAM MK) escaped that as it deems to be not related to...
162 Views
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
China: When Will Minsky Meet Mao?
The ‘China Catastrophists’ have underestimated the ability of a largely closed financial system to ignore the economic accounting identities other...
145 Views