HK Connect Discovery Weekly: CRRC, Car Inc/UCar (2019-01-25)
In our Discover HK Connect series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by...
457 Views
HK Connect Discovery Weekly: China Tower, Tencent, New China Life (2019-01-11)
In our Discover HK Connect series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by...
547 Views
EM Health Care: Late Cycle Rotation
Emerging Market Health Care allocations sit towards the lower end of their 7-year range. Current levels are off their 2015 highs by a margin, with...
336 Views
China Medical Devices: "Two-Invoice" Is Coming
Sinopharm Group Co H (1099 HK) 's pending acquisition of a majority interest in China National Scientific Instruments and Materials Co. Ltd....
620 Views
Sinopharm (1099 HK): Top Distributor of Pharma Products in China
Cheap on a gross profit basis, slow asset growth, and high level of cash sales relative to its sector Sinopharm is the top distributor of pharma...
107 Views