GEM Weekly (4 Nov 2022): China and Asia PMIs, South Korean Exports; Foxconn, Tencent, China Unicom
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
366 Views
CX Daily: Three Chinese Miners Ordered To Divest From Canadian Lithium Projects
Three Chinese miners ordered to divest from Canadian lithium projects. A father’s nightmare rescuing a three-year-old under Covid lockdown
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HK Connect Flows Weekly (Jul 31st): Alibaba, Smic, Xiaomi, Knowledge Atlas, Yofc, Kingboard Hldg
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, Smic, Xiaomi, Knowledge Atlas, Yofc, Kingboard...
114 Views
Tactical Trade Ideas – Telecoms-A Small Step in Revenue Growth, a Giant Leap in Sentiment
Mobile data traffic revenue, which is the single biggest item and accounted for 40.9% of total industry revenue in 8M22, edged up 0.5% y/y.
254 Views
TMT – Chinese Telcos - Growth Momentum Sustained
Despite their outperformance YTD, all three are still attractive in PE valuation with a range of 5.6-7.5x FY23 earnings and div yld of 9.5- 9.9%.
275 Views