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...
177 Views
China Vanke: Should Investors Be Worried?
China Vanke jitters as insurers raised concerns for the company. Vanke warrants close monitoring due to declining contract sales, cash position,...
699 Views
HK Connect SOUTHBOUND Flows (To 12 Apr 2024); Strong Net Buying. New State Council and CSRC Plans
Strong SOUTHBOUND Connect flows continue. Only one net sell day since the end of Chinese New Year. H-shares were flat to up while A-shares were...
426 Views
A/H Premium Tracker (To 22 Mar 2024): Liquid AH Premia Still At Wides
The Quiddity AH Monitor had a good week outperforming the biases on both long pairs and short pairs. AH Premia remain wide. Too wide. China...
410 Views
Shenzhen Intl (152 HK): It's the Ability to Realise Underlying Value that Matters
We think the market has overlooked Shenzhen Intl's potential and capability to translate its assets into profit and cash flow. The latest Qianhai...
337 Views