Shanghai/Shenzhen Connect Ideas: MSCI August Adjustment, Healthcare Led YTD Inflows (2019-08-09)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
463 Views
CPIC (2601 HK): Fairly Valued, With Few Levers To Surprise
China Pacific Insurance (Group) Co., (2601 HK) is a one of the larger Chinese insurers, but lacks the franchise in the growth segments of the...
440 Views
Shanghai/Shenzhen Connect Ideas: Pork Producers, Data Center, Yili (2019-08-02)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
519 Views
HK Connect Ideas: One Step Closer to Xiaomi/Meituan Inclusion (2019-08-02)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
513 Views
Ping An Insurance (2318 HK): A Better Business Today, But Are Investors Being Paid For The Risks
There is a lot to like about Ping An Insurance (H) (2318 HK) in terms of its businesses, which have strong competitive advantage given their scale...
640 Views