Hang Seng Index Constituents 14 July 2022
Somehow the current leg of decline in China's Real estate stocks and bonds has not gotten the attention of investors and money managers. Perhaps...
254 Views
China Insurance: PICC P&C Vs. CPIC
Bullish on PICC P&C outlook as it's expected to benefit the most from China's motor insurance recovery. Bearish on CPIC's because its P&C is much...
663 Views
JD.com Tencent Distribution - All Prosus Stock Worth US$3.5bn Could Be in CCASS Now
In Dec 21, Tencent declared a special dividend via distribution in specie of JD.com shares, making Prosus the 3rd largest shareholder. Some shares...
931 Views
JD.com Tencent Div Distribution - The US$10bn Overhang
On 23rd Dec 21, Tencent declared a dividend in the form of distribution in specie of 1 share of JD.com for every 21 shares of Tencent. The shares...
532 Views
China & HK Strategy: Names to Watch for Market Value Management
CSRC's Market Value Management Guidelines will benefit the H-share banks and infrastructure construction companies because their A-shares have P/B...
188 Views