China & HK Strategy: Names to Watch for Market Value Management
CSRC's Market Value Management Guidelines will benefit the H-share banks and infrastructure construction companies because their A-shares have P/B...
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A/H Premium Tracker (To 28 Mar 2024): Liquid AH Premia Still Very Wide
The Quiddity AH Monitor Portfolio was -0.26% last week. It is tilted long H vs A than it has ever been as far as I know. Spreads are still very...
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BUY/SELL/HOLD: Hong Kong Stock Updates (NOVEMBER 18)
Hong Kong has seen its Consumer Discretionary and Healthcare sectors perform well since the stimulus in September. CRCC has had several buy...
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China Railway Stocks Back on Track
China has announced two significant launches in its High Speed Rail network. The HK-Beijing and HK-Shanghai sleeper trains will cut travel time in...
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A-H Premium Weekly (Nov 15th):Chalco, CICC, HUAHONG GROUP, CanSinoBIO
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Chalco, CICC, HUAHONG GROUP, CanSinoBIO.
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