China Logistics: Key Beneficiaries of China's Greater Bay Area Postal and Express Development
China's support of postal and express industry development in the Greater Bay Area has positive implications on many logistics companies. We...
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The Shenzhen Story: A Look at the Pair Trades on SZ Int, SZ Exp and SZ Inv
We rank the three Shenzhen SOEs in the following order: SZ Int (152 HK), SZ Exp (548 HK) and SZ Inv (604 HK); and believe "Long SZ Int, short SZ...
328 Views
Shenzhen Intl (152 HK): Shenzhen Airlines Returned to Profit in 3Q20
We estimate that Shenzhen Airlines and Shenzhen Expressway together will generate a positive swing of HK$1.7bn in Shenzhen Intl's 3Q20 bottom line...
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Shenzhen Intl (152 HK): A Gem in the Greater Bay Area
Shenzhen Intl is an interesting, yet inexpensive (0.87x P/B), play on the encouraging outlook of Shenzhen and the Greater Bay Area. 3Q20 results of...
440 Views
Smartkarma Originals
Chinese Expressways: A Step In The REIT Direction
2020 has been a bumpy journey for Chinese toll roads. China's State Council first increased the toll-free period over the Chinese New Year to 16...
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