GEM Weekly (13 Jan 2023): China Inflation and Trade, South Korean Rates; Alibaba, Ant, BYD, Tencent
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
545 Views
China EV: Challenges from Tesla Price Cuts
We believe Tesla's aggressive price cuts indicate demand in China’s auto demand might be much weaker than expected until Covid impact is eased
648 Views
EVA Precision: Updates, Poised For a Rally
Eva Precision Industrial Holdings (838 HK) has come off its lows but still trades at an attractive 7.8x/5x PE FY22e/23e and a dividend yield of...
708 Views
HK Short Interest Weekly: China Life, Alibaba, 3SBio, JD.com
We analyzed the latest HK SFC report for aggregate short position as of Dec 30th and highlight short interest changes in China Life, Alibaba,...
421 Views
CX Daily: China’s Railway Investment Falls for a Third Straight Year
China’s railway investment falls for a third straight year. China to end quarantine for travelers from Hong Kong to the mainland
557 Views