A/H Premium Tracker (To 22 Nov 2024): AH Premia Rise Sharply; Hs Shellacked Vs As In Most Sectors
AH premia fell on the week after a HUGE jump the previous week. Wide H discounts narrowed more than small H discounts. A "normal" week for beta vs...
211 Views
A-H Premium Weekly (Nov 22nd): InnoCare, Shanghai Pharma, First Tractor, Air China
We analyzed A-H premium changes in the past week and highlight A-H premium changes for InnoCare, Shanghai Pharma, First Tractor, Air China.
375 Views
China CRSC (3969 HK): Well Worth the Premium
China CRSC has secured backlog and sustained margin improvement. High R&D expenses will drive the medium-term outlook. Net cash equals 59% of the...
239 Views
China Railway Stocks Back on Track
China has announced two significant launches in its High Speed Rail network. The HK-Beijing and HK-Shanghai sleeper trains will cut travel time in...
448 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...
188 Views