Bondcritic Market Monitor (18-Nov-19): Credit Homework, Slowing China, & Volatility
We believe the trade war improvement is temporary and we see this as a selling opportunity for cyclical credits in general. The trade war will make...
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China Auto: End Demand Remains Weak, Local Brands Start Outperforming
We revise our China's PV shipment estimate from a 8% yoy decline to a 9% yoy decline, taking into account slightly weaker than estimated PV demand...
307 Views
Midea (000333): Sell and Wait for the Robot
Investors are hopeful that the US-China Trade issues will be resolved soon, driving the share price up by almost 100% YTD when in reality, every...
336 Views
HK Shorts - Covering in Consumer Discretionary Names
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 25 October. Total short...
369 Views
Great Wall Motor (2333 HK) - 3Q19 Results Surprise - Is Now the Time to Get Back into Chinese Autos?
Clearly the latest earnings caught the market on the hop. We have identified four factors for investors to look at : Accounting Shennanigans Being...
392 Views