AIA - New CEO to Focus on China As Hong Kong Slows
* New CEO More Like A Hail Mary For China China. It’s unclear as to how Mr. Lee can address the geographic and agents in force dilemma that AIA...
309 Views
China Macro - Impact on Financials
* Fiscal stimulus continues to play a major role in supporting growth next year; * Restarting the capex cycle is a key gov’t focus to revive...
282 Views
Ping An Bank: It's the Cost of Funding
Ping An Bank Co Ltd A (000001 CH) continues to report benign fundamental trends. The dynamics of the P&L numbers, with respect especially to...
359 Views
Shanghai/Shenzhen Connect Ideas: Moutai/Wuliangye, Wens, Lingyi ITech (2019-09-27)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
504 Views
China Banks: Income Opportunities Compensate for Balance Sheet Risks.
Chinese banks are not excessively valued on a P/Book, PER, Franchise Valuation, and Dividend Yield basis. One can pick up shares in the low-risk...
455 Views