Xinyi Solar – Putting Its Balance Sheet to Work Could Generate Significant Upside
Xinyi Solar’s multiples trail peers by a significant margin despite a strong position in solar glass and an extremely profitable solar farm business.
252 Views
China Power International (2380 HK): Industry and Company Updates, Looks Relatively Inexpensive
China Power Intl is interesting as a new/renewable energy play among the traditional large power conglomerates in China. It has a high 47.1%...
347 Views
China A-Shares - EM Fund Ownership Guide
China A-Shares represent the 6th largest country holding among active EM investors. In this analysis, we analyse the current set up of A-Shares in...
264 Views
China Semiconductors: Rising up the Ranks
China managers continue to increase their Semiconductor exposures. Average fund weights stand at a record 3.20% with a new high of 73.3% of funds...
251 Views
Xiaomi Exodus: Confidence Fading Among Active China Investors
China managers are losing faith in Xiaomi Corp (1810 HK). From peak ownership of 32.5% of funds back in December 2020, active China managers have...
404 Views