Primer: Hengyi Petrochemical Co A (000703 CH) - May 2026
Hengyi Petrochemical is a highly integrated petrochemical producer with a core strategic advantage in its 'refining-chemicals-chemical fiber'...
150 Views
Why Going Global Is Crucial for China’s Petrochemical Producers
China’s petrochemical companies should speed up their overseas expansions, with a focus on building up capacity to withstand fierce domestic...
561 Views
MS-China Sep 2026 Index Rebalance: Pre-Implementation Update
MS-China enters implementation on 1 Sep with 33 ADDs and 32 DELETEs. We update post-announcement stock performance and discuss implementation trades.
99 Views
Perfect Storm: Skyrocketing PET Spreads...What’s Happening and Who Benefits?
Polyethylene terephthalate (PET: bottle grade) spreads have skyrocketed since April, setting five consecutive weekly highs.We see three reasons for...
367 Views
CSI 500 Index Rebalance: 50 Changes a Side Leads to 12%+ One-Way Turnover
There are 50 adds/deletes for the index in Dec. One-way turnover is 12.6% leading to a one-way trade of CNY 9bn. There are 16 overlaps between the...
947 Views