Shanghai/Shenzhen Connect Flows: New High of Holdings by Offshore Money
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
311 Views
Shanghai/Shenzhen Connect Ideas: Ping An Results/Buybacks, Tsingtao A/H (2019-08-16)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
454 Views
Shanghai/Shenzhen Connect Ideas: Ping An, Han's Laser, Hikvision, East Money (2019-07-19)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
367 Views
China Housing: Highlights From the 'Baywatch' Report On The Greater Bay Area (GBA)
Following on from our original note on the Guangdong - Hong Kong - Macau Greater Bay Area (GBA) from the day of the blueprint announcement on...
666 Views
China Evergrande: The Case of Rising Leverage and Lower Margins
Having paid dividends of RMB 27.7bn in 2018, noteholders must have been relieved when Evergrande Real Estate Group (3333 HK) (“Evergrande” or the...
695 Views