Equity Research in HK and Mainland China

Li Tang

Highly experienced sell-side analyst with more than ten years of experience in the field of China’s in-depth policy-driven macro research in China (Beijing) .
Covering in equity research in HK and Mainland market mainly real estate, construction,steel sector.
The Ideas generation based on an analysis of China’s future direction and policy decisions fundamental analysis on sector impact, market drivers, timing and scale, combined with quantitative analysis.

SAMR Launches Investigation on Alibaba E-Commerce JV with Central SOEs

RMB/ Huarong/ US-China/ Xi Jinping/ Xinjiang

PBOC Draft Online Payment Rules Provide Clarity on Regulatory Direction

Market Regulator Held Meeting With Major E-Commerce Platforms

Regulators Holds National Symposium To Strengthen Anti-Monopoly Rules

Equity Bottom-Up

Alibaba Group Holding  / Equity Bottom-Up

<p>The PBOC, CBIRC, CSRC, and SAFE summoned Ant Group for a second joint meeting, ordering the fintech giant to rectify its business operations so that it is compliant with regulations and law. This also includes serving the real economy and supporting national development strategies.</p>

The PBOC, CBIRC, CSRC, and SAFE summoned Ant Group for a second joint meeting, ordering the fintech giant to rectify its business operations so that it is compliant with regulations and law. This also includes serving the real economy and supporting national development strategies.

PBOC Summon Ant Group On Restructuring Once More