AAG Energy Holdings - Partial Offer Arb Grids
As David Blennerhassett discusses in AAG's Partial Offer from Xinjiang Xintai, a subsidiary of Xinjiang Xintai Natural Ga-A (603393 CH) named...
295 Views
Ping An Good Doctor: Competition Ratcheting up the Pressure
Ping An Healthcare And Techn (1833 HK)/PAHTG's IPO turned out to be a damp squib and the shares are currently trading below its IPO price. Press...
341 Views
Tencent and Ping An Tactical Long, Pivots and H Bank Supports
Our most recent insight Tencent and Ping An Sliding Toward Our Bear Objectives outlined macro downside targets and that we were edging toward...
137 Views
AIA – Change in FYE Leads to Additional Growth Questions
* Unresolved Accounting Questions: A recently changed FYE to December coupled with a failure to disclose several months of data disallow reasonable...
178 Views
PICC P&C – Heavy Headwinds
* Regulatory Challenges: Auto pricing reform is negative for P&C segment loss ratios given the higher premium discounts; and mainland Chinese...
148 Views