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Orient Securities (600958 CH)
Watchlist
163
Analysis
Financials
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China
Orient Securities Company Ltd. of China (DFZQ) provides investment advisory and brokerage services. The Company maintains assets for individual and institutional investors in equity and fixed income portfolios.
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bearish
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Thematic (Sector/Industry)
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19 Feb 2015 11:01
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...
David Millhouse
314 Views
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bullish
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Macroeconomics
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12 Feb 2015 09:18
CHINA MACRO: Brining forward our expectations of monetary easing
We are calling for another rate cut and 3 further 50 bps cuts of the reserve requirement ratio in the first half of 2015, with the next rate cut...
David Millhouse
278 Views
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bearish
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Thematic (Sector/Industry)
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09 Feb 2015 08:41
CHINA MARKET: China barred brokerages from selling third-party financing products
China barred brokerages from selling third-party financing products that help clients invest in stocks using borrowed money, such as umbrella...
David Millhouse
273 Views
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bearish
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Thematic (Sector/Industry)
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03 Feb 2015 10:01
CHINA MARKET: Growing risks of regulatory intervention on leverage
China markets sold off last week, post news China’s securities regulator plans to start a new round of checks on the margin-lending businesses of...
David Millhouse
270 Views
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bearish
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Macroeconomics
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28 Jan 2015 09:02
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%,...
David Millhouse
271 Views
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