Equity Asia Weekly Research - 21 Mar 2018
Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• NIKKEI/MXAP: Long term outperformance in progress.• HSI/MXAP: Long term...
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Tencent and Ping An Levels and Adjustments
How Tencent and Ping An trade will dictate the direction of HSI. We run through our base case for both counters and meaningful top points and...
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Increasing Ping An’s FVE to Reflect Modest Contributions From Tech Initiatives
Ping An Insurance (Grp) Co Of China Ltd. (2318 HK)'s 2017 results reflected strong fundamentals across financial and tech businesses, with embedded...
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Global Financials Positioning: Funds Hit Maximum Overweight - Rotate Out of USA, into EMEA/Asia
In this report, we look at financials positioning among global equity funds which, in line with global EM funds, are sitting at their highest...
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TenCent – Powerful Pipeline
* Huge Investments Not Refelcted In Earnings: Tencent’s valuation of its more meaningful assets and listed associates amounted to over USD 50 bn -...
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