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Dongfang Electric (1072 HK)
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131
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Industrials
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China
Dongfang Electric Corporation Limited manufactures and sells hydro and steam power generators and AC/DC electric motors. The Company also provides repair, upgrade, maintenance, and other services for the products.
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bearish
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Macroeconomics
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20 Oct 2016 20:05
Chinese GDP Insight
China released GDP figures yesterday and it is difficult to find anyone who takes them as anything other nonsensical ramblings and definitely not...
Christopher Balding
142 Views
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bearish
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Macroeconomics
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13 Oct 2016 17:28
Chinese Trade Data Recap: It Isn't Pretty
Chinese trade data is out and it is very difficult to spin these numbers as anything less than very disappointing. Arguably the best thing that...
Christopher Balding
159 Views
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bullish
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Thematic (Sector/Industry)
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12 Oct 2016 10:26
Commercial EVs and Autonomous Vehicles in China: Pace of Adoption May Surprise (Part 1 of 3)
Chinese commercial fleets feature characteristics that will make the mass adoption of electric vehicles (EVs) surprisingly rapid -- provided the...
Daniel Hellberg
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216 Views
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bearish
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Thematic (Sector/Industry)
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04 Oct 2016 10:29
DMER - Chinese Port Operators 2.0 - Pearl River Delta, Yangtze River Delta and Bohai Rim, HK Update.
In our update yesterday, https://www.smartkarma.com/insights/dmer-chinese-port-operators-avoid-bottom-fishing-in-troubled-waters, we looked at the...
Drewry Maritime Financial Research
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202 Views
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bearish
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Thematic (Sector/Industry)
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03 Oct 2016 17:28
DMER - Chinese Port Operators - Avoid Bottom-Fishing in Troubled Waters
DMER - Chinese Port Operators – Avoid Bottom-Fishing in Troubled WatersIn our mid-summer report we had highlighted the port sector’s valuations...
Drewry Maritime Financial Research
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150 Views
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