Haier SH: Diversified Product Mix, Overseas Exposure and Synergies to Support a Higher Valuation
This is the FINAL part of our series of reports on Haier Smart Homes where we will be taking a closer look at the company’s valuation. In our...
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Haier SH (Part II): Lower Exposure to Declining AC Market While Synergies Help Margin Expansion
This is the SECOND in a series of reports on Haier Smart Homes. In our previous insight on the company, we discussed the company’s largest business...
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China A-Share Strategy: What Are Mutual Funds Buying in 1Q? Tech and Pharma
Chinese fund managers have added more tech and pharma stocks than any other sectors in their portfolios in 1Q this year, according to the fund...
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Haier SH: Emerging Markets Refrigerator Growth Cushions Slowdown in China and Developed Markets
This is the FIRST of a series of reports on Haier Smart Homes (hereafter referred to as “Haier”), where we will be taking a closer look at the...
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Gree Electric: Proposed Share Buyback, a Near-Term Catalyst Despite Weakening Fundamentals
Gree Electric Appliance announced on Sunday (12th April 2020) that it would buy back shares worth RMB3-6bn (approximately US$425-851m) over the...
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