ENTITY
GF Securities (H)

GF Securities (H) (1776 HK)

290
Analysis
FinancialsChina
GF Securities Co Ltd. is a securities firm. The Company offers investment banking services including equity and bond underwriting, mergers and acquisitions consulting, financial consulting, brokerage services, and asset management services.
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02 Aug 2015 09:02

A Roadmap of the EM Bear Market and Three Myths about the China Bull Market

Let me begin by revisiting the road map for the bear market in EM equities which I first outlined in my role as EM equity strategist for Deutsche...

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22 May 2015 10:02

A herd of fine horses are starting to head back to their home market

Two years ago I recalled during May/June period, put premiums were at double digits for the biggest china financial stocks. It was dirt cheap at...

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13 May 2015 00:01

MACRO: IS A CHINA RENMINBI DEVALUATION ON THE CARDS?

Whilst a lot of people – internally here as well – are in the no CNY devaluation Camp on the renminbi, see a good piece on this from The Economist....

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24 Mar 2015 18:11

GF Securities - Discount to peers and A-shares appears attractive

GF Securities (GFS) plans to raise USD2.9-3.6bn through its listing in Hong Kong. Valuations seem reasonable to us and hence, we would take the...

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17 Mar 2015 14:02

Systemic problems in China – Is the Renminbi set to tumble?

Initiating 1 year USDCNH Vanilla Call Option with Strike 7.0000. This trade is one way to take advantage of/hedge against potential currency...

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