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...
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OneConnect Financial Pre-IPO - The Negatives - Previous Valuation Might Have Been Too Demanding
OneConnect Financial Technology (OCFT US) plans to raise around US$500m in its US listing. OC is a part of Ping An group. It provides cloud-native...
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OneConnect IPO Initiation: Missed Connection
OneConnect Financial Technology (OCFT US) is the largest technology-as-a-service platform for financial institutions in China, as measured by the...
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OneConnect Financial Pre-IPO - The Positives - Prospects Appear Promising
OneConnect Financial Technology (OC) plans to raise around US$500m in its US listing. OC is a part of Ping An group. It provides cloud-native...
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HK Shorts - Covering in Real Estate Names
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 1 November.Total short notional...
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