Last Week in Event SPACE: Jardines, Keppel, FamilyMart, Toshiba, Sogo/Sogou, Chinese Toll Roads
Last Week in Event SPACE ... At extreme discounts to NAV for both Jardine Matheson Holdings (JM SP) & Jardine Strategic Holdings (JS SP),...
404 Views
Smartkarma Originals
Chinese Expressways: A Step In The REIT Direction
2020 has been a bumpy journey for Chinese toll roads. China's State Council first increased the toll-free period over the Chinese New Year to 16...
905 Views
China AH Premium: Trade Ideas As We Near Previous Highs
The Hang Seng Stock Connect China AH Premium Index (HSAHP) measures the absolute price premium or discount of A-shares over H-shares for the...
667 Views
China Infrastructure REITs: Toll Road Baskets on H-Shares and A-Shares
The National Development and Reform Commission of the China Securities Regulatory Commission (CSRC) released a notice in April on establishing a...
454 Views
China Infrastructure REITs: First Look on H-Share Toll Road Sector
Chinese government's promotion of public infrastructure REITs should benefit many different infrastructure sectors. We first look at the H-share...
581 Views