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Shenzhou Intl Group Holdings (2313 HK)
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149
Analysis
Consumer Discretionary
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China
Shenzhou International Group Holdings Ltd manufactures and processes textiles. The Company produces, dyes, finishes, prints, embroiders, cuts, and sews knitwear.
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bearish
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Thematic (Sector/Industry)
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13 May 2016 07:55
The State of Online Retailing in China
Despite the promise of online retailing and its rapid growth, there are worrying signs that point to either a coming slowdown, data discrepancies,...
Christopher Balding
211 Views
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bearish
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Thematic (Sector/Industry)
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04 May 2016 17:05
Retail and Consumer Activity in China
Given the available data, we believe it indicates that Chinese consumer growth remains positive but significantly weaker than headline official...
Christopher Balding
271 Views
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bearish
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Nameson Holdings
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01 Apr 2016 10:06
Nameson Holdings IPO - (K)Nitpicking - Lacks the Warm, Fuzzy Feeling
Nameson Holding, a knitwear manufacturer in PRC, plans to raise US$66-86m through an issuance of primary shares. Proceeds from the deal will...
Sumeet Singh
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293 Views
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bullish
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Macroeconomics
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08 Mar 2016 21:25
Asia Calling: Relative Value in EM - From Short Beta to Smart Alpha
* The multi-year USD rally has been powerful, but in my view will gradually end and reverse this year* Fed tightening is not necessarily...
Callum Henderson
273 Views
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bullish
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Thematic (Sector/Industry)
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01 Mar 2016 23:15
"Korea Grand Sale" Driving Up Department Store Sales
We pointed it out in our previous notes Are Korean Tourism Stocks (Inbound) Bottoming? and 2016 - “Year of Visit to Korea” that the major inbound...
Douglas Kim
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220 Views
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