IDEA UPDATE: Buy CSR (1766 HK) - Several positive announcements today
China rail and construction stocks are very strong in the A-share market, with CSR up 7% in China and 4% in HK. We remain buyers of the stock...
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Buy CSR (1766 HK) - Opportunity to ADD due to technical weakeness
CSR (1766 HK) has been week lately, following (a) technical selling after the regulator banned stock borrow into the EGM. This completed on Monday...
307 Views
CHINA MACRO: My thoughts on the RMB move. Will we see a large correction??
China’s RMB has just had its largest two-day loss since 2008, and has also fallen a record discount to the central bank’s reference rate (1.89%,...
273 Views
Circulars released - antitrust reviews still bottleneck for timing
On 20 Jan after market close, China CNR (6199 HK; CNR) and CSR (1766 HK; CSR) released the circulars for the shareholder meetings. The release was...
426 Views
Merger ratio announced for China CNR and CSR
China CNR and CSR have announced the share swap ratio for their previously flagged merger. In addition to the share swap, shareholders of each of...
318 Views