CSCI's First 9 Months' Operating Profits Beat Expectation on PPP Business; FVE Maintained at HKD 15
As one of the leading infrastructure firms in China, China State Construction Int'l Holdings (3311 HK) differentiates itself from its peers with...
118 Views
CSCI Delivered Decent 1H Result; Strong New Order Book Points to Accelerating Growth Ahead
The no-moat China State Construction International, or CSCI’s decent first-half result was broadly in line with our expectation. The net earnings...
120 Views
Sino-ASEAN Strategy: Is There No Stopping This Bull Run? - Part II
Our Global Reflation Pulse Check indicates the global reflation theme remains intact. Earnings and economic growth in the US and Europe have...
291 Views
China Strategy: (Much) Smoother US-China Relations Ahead?
A longer term implication of Trump-Xi meeting is that US-China trade relations could be (much) smoother than many have anticipated. A Fuyao Glass...
166 Views
Most Popular / Unpopular Sectors and Countries in Asia - Ex Japan
As you know we track the Analyst Upgrades / Downgrades over the previous 2 week to identify potential trends in popularity. Which Sectors /...
483 Views