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
China Merchants Port (144 HK): Attractive Stub Value Ex-SIPG (600018 CH)
China Merchants Port Holdings Company Ltd (144 HK) (CMPH) is very cheap based on its stub value after stripping out the market value of its 25.15%...
626 Views
StubWorld: Wharf Under Pressure As Cooling Measures Bite
This week in StubWorld ... Wheelock & (20 HK) is coming up "expensive", but it's Wharf Holdings (4 HK) which is under-performing after PRC...
264 Views
China Merchants Port Holdings (144:HK)- A Consistent Earner at Cheap Valuations- 70% Upside
China Merchants Port Holdings Company Ltd (144 HK) (CMPort) is one of the largest port developers, operators, and investors in the world. Due to...
367 Views
The 11%-33% Tariff Cuts on Seven Ports Will Pressure the Sector’s Earnings, but Downside Is Limited
With the aim of encouraging a recovery in foreign trade, the Chinese port sector’s antitrust investigations have concluded with 11%-33% handling...
136 Views