China – Soaring Real Estate Loans Makes One Wonder
China Construction Bank H (939 HK) (CCB) added real estate loans at more than double the amount of total corporate loans during 2018. This is...
571 Views
Ping An Bank: Not Cheap Enough
Ping An Bank Co Ltd A (000001 CH) results show gradual erosion in fundamental trends. We believe that positive fundamental momentum (within our...
564 Views
The China A-Share Revolution
Copley Fund Research analyse the holdings of long-only Global Emerging Market equity funds. All of the Funds in this analysis are actively managed...
982 Views
Autohome (ATHM) - Cash Goes to Controlling Shareholder
The ratio of cash to short-term investments (STI) is abnormally low at 6.4% in 2Q18. The controlling shareholder Ping An provided Autohome (ATHM)...
316 Views
China Banks – Special Mention Loans and Bank Lending Under Fire from IMF
In December 2017, the International Monetary Fund (IMF) issued a 270-page report assessing China’s financial sector and specifically how the China...
447 Views