Global Mobility/Transport, Equity Long-Short

Mohshin Aziz

Capital market veteran with 22 years experience with stints as an analyst (sell-side & buyside), investor relations and fund manager. 

My key expertise in the aviation sector. My definition of "aviation" includes airlines, travel tours, airports, airport retail & services, OEMs, online travel agents, aircraft lessors, air cargo/logistics, etc.   

I have an active watchlist consisting 190 companies across 41 countries. The aviation sector is highly cyclical and I am constantly evaluating signals to uncover attractive trade opportunities.

Thematic (Sector/Industry)

Macau Financials / Thematic (Sector/Industry)

<ul>
<li>Shanghai Index is trading at cheap levels based on P/E, P/BV, and P/CF, both against its own history and the valuation gap against other major markets.</li>
<li>Many companies are paying good dividends, the top-10 highest yielding stocks averages at 12.5%. Dividend cover is solid (&gt;1x), and all are big MCAP with decent ADTV (&gt;USD2m).</li>
<li>Investors have been underweight China for a long time. Even high quality blue chip stocks are trading at single-digit PE and paying dividends &gt;7%.</li>
</ul>


Shanghai Index is trading at cheap levels based on P/E, P/BV, and P/CF, both against its own history and the valuation gap against other major markets.
Many companies are paying good dividends, the top-10 highest yielding stocks averages at 12.5%. Dividend cover is solid (&gt;1x), and all are big MCAP with decent ADTV (&gt;USD2m).
Investors have been underweight China for a long time. Even high quality blue chip stocks are trading at single-digit PE and paying dividends &gt;7%.


Dividend Stocks For Market Turbulence: China A-Shares Market