CHINA SOE REFORM: Detailed plan due in the next 3 weeks. Potential implications
There is a growing expectation that mergers involving huge state-owned conglomerates could be part of China's soon-to-be-announced reforms of...
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CHINA SOE REFORM: Thoughts and implications of OIL MERGER rumours
Local press has been heavily speculating that we will get a detailed announcement of the SOE reform plan by March, where the number of central SOEs...
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Hong Kong Connect Flows: Meituan, Tencent, CNOOC, Li Ning
We highlight southbound HK Connect inflows into Meituan (3690 HK), Tencent (700 HK), Cnooc (883 HK), and Li Ning (2331 HK).
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