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...
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Zhejiang Expressway (576 HK): Cheap Access to the Roaring Securities Sector
Zhejiang Expressway provides indirect cheap access to mainland securities through its ownership in Zheshang Securities, with a stable toll road...
366 Views
CICC (3908 HK): M&A Possibility
China's securities industry is consolidating. A potential merger between CICC and CGS could create the 3rd largest securities house in China. CICC...
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China Strategy: Screening the H-Share Securities Companies
H-share securities companies still have room for corrections despite recent retreats, with Citic Securities and China Merchants Securities looking...
320 Views
A-H Premium Weekly (Oct 11th):BYD, SMIC, TSINGTAO, Guotai Junan Securities, HAITONG, CanSino
We analyzed A-H premium changes in the past week and highlight A-H premium changes for BYD, SMIC, TSINGTAO, Guotai Junan Securities, HAITONG,...
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