Sinopec's 3Q Displays Downstream Resilience; Capital Expenditure Cut Leads to Increased FVE
Following a lowering in our capital expenditure assumptions, we raise our fair value estimate on Sinopec to HKD 6.80 (USD 87 per ADR) from HKD 6.20...
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21 Things Worth Knowing (Issue 4)
1. A new law in China requires even stricter data residency. A new draft law requires any company doing business with a Chinese company to leave...
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City-Gate Price Cut Reaffirms Our Positive Outlook On Gas Distributors; Neutral On Midstream Players
We believe the recent cut of CNY 0.10 per cubic meter in the city-gate price effective Sept. 1 for non-residential users is a positive development...
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Bullish China and Laggard Stock Plays
HSCEI rally through our 11,100 projection, suggests the Shanghai composite may have the energy to clear and hold above 3,300 long standing...
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Most Popular / Unpopular Sectors and Countries in Asia - Ex Japan (Last 2 Weeks)
We continue to track the Analyst Upgrades / Downgrades over the previous 2 week to identify potential trends in popularity. Which Sectors /...
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