StubWorld: Last Roll Of The Dice For Haier
A basket of liquid A/Hs trade at 44%+discount and a close peer is at 35%+. I think ~38-40% discount range is more appropriate. That gives a range...
384 Views
Quiddity Weekly H/A: Share Spread Monitor as of 20 Nov 2020
The H-Share/A-Share monitor is published every weekend for the data ending the last trading day of the previous week. It includes all H-Share/A...
117 Views
Haier Electric (1169 HK): The "H-Share" Guessing Game
Haier's look-through ~34% discount (Hs vs As) is tight relative to liquid A/Hs. This looks full and I would not get involved, and would only re...
286 Views
Quiddity Weekly H/A: Share Spread Monitor 13 Nov 2020
The Quiddity H/A-Share Spread Monitor for the week ending 13 November 2020. Momentum on a spread basis continues, but momentum on a sector basis...
114 Views
Quiddity Weekly H/A: Share Spread Monitor 6 Nov 2020
H/A spreads saw discounts narrow in what was a great week for a couple of sectors on an outright basis. Southbound inflows continue in financials...
136 Views