Shanghai/βββββββββββββββββββββShenzhen Southbound Connect: Weekly Moves (18 November 2022)
Inside is a recap of movements in the Shanghai/Shenzhen-HK Connect. Overall, the net outflow over the past week was ~HK$0.14bn, split (-HK$0.47bn)...
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A-H Premium Weekly (Nov 11th): BYD, Dongfang Electric, Pharmaron Beijing, CSC Financial
We analyzed A-H premium changes in the past week and highlight A-H premium changes for BYD, Dongfang Electric, Pharmaron Beijing, CSC Financial.
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A-H Premium Weekly: Shanghai Pharma, China Eastern Air, Huaneng Power, Shenzhen Hepalink
We highlight utilities, consumer staple, comm servcies, and consumer discretionary sector and the following A-H stocks: Shanghai Pharma, China...
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China Banks: Income Opportunities Compensate for Balance Sheet Risks.
Chinese banks are not excessively valued on a P/Book, PER, Franchise Valuation, and Dividend Yield basis. One can pick up shares in the low-risk...
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China Banks β Missing Financials, Negative Growth, High Special Mention Loans
The takeover of Baoshang Bank by the government of China is as good a signal as any. All is not well in China banking. Press reports suggest this...
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