EM Strategy and Chartbook: Remain Overweight EM Vs. EAFE
China (MSCI China, Shanghai Comp., Shenzhen A Share) continues to offer many attractive setups and is a major focus in today’s EM Strategy report....
306 Views
Sany Heavy (600031.CH):Biggest Beneficiary of Covid-19 Stimulus
We turn positive on Sany Heavy, due to stronger-than -expected positive effect from Covid-19 Stimulus. With new total social financing surging...
415 Views
Lonking (3339 HK): Industry Momentum Has Positive Implications
We believe the good March excavator sales figures released by the China Construction Machinery Association (CCMA) are positive to Lonking Holdings...
409 Views
Lonking (3339 HK): Wow! It Is Yielding 11.6%!!!
Lonking Holdings (3339 HK) is currently an 11.6% yielding stock, based on a final DPS of HK$0.25 and a share price of HK$2.16. For FY20F, we see...
403 Views
China's Rmb25trn Infrastructure Spending: Bond Issuance, Infrastructure Machinery and Construction
Infrastructure machinery and construction companies will benefit from the escalation of China's infrastructure spending in this year, in our view....
377 Views