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Xinjiang Goldwind Science & Technology (2208 HK)
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179
Analysis
Industrials
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China
Xinjiang Goldwind Science & Technology Co., Ltd. manufactures wind generator sets, provides consulting service in building and operating wind generating plants, builds and operates middle-sized wind generating plants.
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bearish
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Thematic (Sector/Industry)
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14 Jun 2016 08:06
Port Operators - Valuations Downshift on Structural Changes
Since the GFC, the global port operators have been under-performing the MSCI world index. The divergence has increased in the last 18 months and is...
Drewry Maritime Financial Research
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319 Views
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bearish
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Thematic (Sector/Industry)
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13 Jun 2016 14:15
China Listed Firms Q1 Summary
Heavy capital investment in previous years and government support helped the Chinese economy in previous years to grow, while this year seems to be...
Christopher Balding
163 Views
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bearish
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Thematic (Sector/Industry)
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13 Jun 2016 07:59
Tanker Shipping Cycle - Counter Cyclical Investment Strategy to Run Its Course, Downgrade to Neutral
Counter cyclical investment strategy to run its course, Downgrade to Neutral on multiple headwinds • Demand for tankers to grow, albeit at a slower...
Drewry Maritime Financial Research
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334 Views
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bearish
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Thematic (Sector/Industry)
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12 Jun 2016 22:54
Getting the Detail Right in China
There is a problem with official statistics in China. Put simply, they cannot be relied upon. From coal consumption, steel or iron ore production,...
Bixmoor
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177 Views
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bearish
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Macroeconomics
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10 Jun 2016 09:12
Inside China's May 2016 Trade Data
China’s road to recovery does not seem to have gained any real momentum independent of credit fueled stimulus. The trade data of China is uneven...
Christopher Balding
179 Views
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