Binjiang: Set up for a Good Move From Here
Binjiang trades at 10.5x/8.1x FY22/23 PE with a dividend yield of 5.7/7.4% based on a 60% payout ratio. It is the best way to play the PMC bounce...
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China Property Developers In Distress - Weekly News & Announcements Tracker | Nov 29-Dec 5, 2024
This note is a weekly (Nov 29 - Dec 5, 2024; select weeks on SK) curated selection of Chinese news articles and company announcements focused on...
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HSI, HSCEI, HSTECH, HSIII Index Rebalance: US$3.4bn of Flows Post Capping (Dec 2024)
The December rebalance of the HSI, HSCEI, HSTECH and HSIII indices will use today's closing prices for capping. The round-trip trade across the...
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Hong Kong Connect Flows (Nov 29th): Alibaba, Ping An Insurance, China Mobile, Meituan
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, Ping An Insurance, China Mobile, Meituan.
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Six Hang Seng Index Family Indices: Flows for Dec 6 Rebal
6 Major Hang Seng Index family indices have a total of just over US$2bn a side to trade next Friday at the close. There will be capping updates...
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