China Auto: What if Trade War Drags On ? Relative Winners and Losers
If the trade war between US and China prolongs, the negative impact on China's auto sector fundamentals would be deeper. JV brands would be hurt...
548 Views
StubWorld: More Misery For PCCW As Index Re-Bal Weighs
This week in StubWorld ... PCCW Ltd (8 HK)'s continued underperformance relative to HKT Ltd (6823 HK) may be due in part to MSCI Hong Kong Index...
647 Views
StubWorld: JCNC In Unwind Territory As Astra's Bank Stake Stalls; Poor Stub Results Send Ayala Lower
This week in StubWorld ... Jardine Cycle & Carriage (JCNC SP)'s NAV discount narrows after negotiations to sell Astra International (ASII...
787 Views
Minth (425): Short Now if You Missed Out the Previous Time...
With the bleak outlook of auto sector in China, auto and auto parts makers will inevitably have a challenging period. Yet, Minth just had a short...
539 Views
HK Connect Discovery Weekly: Mainland Investors Buying WH Group (2019-03-22)
In our Discover HK Connect series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by...
506 Views