China & HK Strategy: Names to Watch for Market Value Management
CSRC's Market Value Management Guidelines will benefit the H-share banks and infrastructure construction companies because their A-shares have P/B...
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Zhejiang Expressway (576 HK): Cheap Access to the Roaring Securities Sector
Zhejiang Expressway provides indirect cheap access to mainland securities through its ownership in Zheshang Securities, with a stable toll road...
366 Views
Hong Kong/China Brokers: TAKE THE OFFER!
The HK/China brokers: 6030, 3908, 6886, 6806, 6881, 1776, 6178, 1456, 165, and 6099 have gained between 90% and 100% since the report was published...
420 Views
CICC (3908 HK): M&A Possibility
China's securities industry is consolidating. A potential merger between CICC and CGS could create the 3rd largest securities house in China. CICC...
374 Views
China ETFs: Inflows Continue to Support the Market
Money continues to flow into mainland China ETFs with the total inflows since 18 July over US$25bn. This has likely helped stabilise the market and...
453 Views