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...
357 Views
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...
119 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...
121 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...
303 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...
180 Views