China Property Weekly: Housing Sales Recovered in May Day Holiday,Land Purchase Activities Rebounded
China seems to put the coronavirus under firm control while the real estate sector is among the coveted industries to help rejuvenate a slowing...
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China Property Weekly: Sales Rise on Signs of Government Support
We expect further loosening to be ratcheted up by China central government as needed to offset economic pressures as the pandemic continues. The...
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HK Connect Flows: One Year High Inflows into Tencent
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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Sunac China Placement - Small Deal Unlikely to Move the Debt Needle by Much
Sunac China Holdings (1918 HK) aims to raise up to US$922m via selling 3.7% of the company. We covered two of prior deals in the name: US$500m...
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HSCEI Dividends - Better Results Increase Expected Fair Value
Since we published our earlier Insight, the HSCEI dividends futures expiring in December 2020 have moved up 1.9% mainly driven by strong Q3...
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