China Rail: Implications of the Beijing-Shanghai High Speed Railway IPO
IPO of Beijing-Shanghai High Speed Railway Co was approved last month, which we consider to be a good start for China Railway to introduce...
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HSCEI Rebalance - The Names They Are a Changin'
The Hang Seng Indexes Company Limited (HSIL) announced the results of its review of the Hang Seng Family of Indexes on Friday post market close....
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HSCEI Rebalance Preview - December 2019
The Hang Seng Indexes Company Limited (HSIL) will announce the results of the 2019 Q3 review of the Hang Seng Family of Indexes on 8 November. The...
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CRRC (1766.HK): Darkness Before Dawn
Share price of CRCC declined by 25% YTD. This can be attributed to HK market weakness, low order flow on rail equipments YTD, and yoy decline on...
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HK Connect Ideas - April Snapshot (WH Group, Ping An, Geely)
This is a monthly version of our HK Connect Ideas weekly note, in which I highlight Hong Kong-listed companies leading the southbound flow on a...
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