HSCEI Dividend Futures - Fear Is In The Air
The companies in the Hang Seng China Enterprises Index (HSCEI INDEX) have announced their FY2019 final results and have announced dividends that...
376 Views
Smartkarma Originals
China Infrastructure Deep Dive: Gas Utilities H & A Shares
China's Gas Utilities sector will continue to present a high growth story for investors, despite their significant outperformance over the last few...
766 Views
Kunlun Energy (135 HK): Solid Growth in Downstream Gas Sales Is the Driver
Kunlun Energy (135 HK) has a slightly lower-than-expected FY19 result (+6.2% YoY for core profit), but we read that the good news is the strong...
378 Views
HSCEI Dividend Futures - 2020 Oversold, 20/21 Spread Closer to Fair Value
As the Hang Seng China Enterprises Index (HSCEI INDEX) continues to drop, the dividend futures expiring in 2020 and 2021 get dragged down along...
402 Views
China Onshore Credit: Is the Oil Exposure Heavy in the Bond Market?
We believe China's onshore bond market's exposure to the oil sector is very manageable, as the bonds issued by upstream oil companies only account...
356 Views