Shenzhen Investment (604 HK): Good Story yet Less Attractive than Shenzhen International (152.HK)
While SZ Inv has a positive outlook with a pick-up in pre-sale performance in Sep and Oct, we consider it less attractive than SZ Int; and we...
236 Views
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...
330 Views
Zhongliang Holdings IPO: Price Range Worth a Look at the Low-End
Zhongliang Holdings (2772 HK) is a Chinese real estate developer based in the Yangtze River Delta Economic Region. It announced its IPO price range...
498 Views
EM Equity Strategy: Remain Overweight China
The MSCI EM index continues to develop positively from a price perspective and we expect higher prices ahead. China remains leadership --...
544 Views
Quiddity Weekly H/A: Share Spreads & Southbound Flows [Week to 12 Oct 2018]
This insight is an H/A Spread Monitor Project offering a brief look at recent changes in H-Share/A-Share spreads, Southbound flow and impact, and...
407 Views