Global Equity Strategy: Stay Defensive With Technology, Health Care, Staples
Upside momentum continues to wane for global equities. Price action this week has indeed confirmed lower highs for now in the MSCI ACWI, ACWI...
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China Real Estate :State Council Strength Urban Renovation as the New Stimulus Option
China has planned to renovate over 39,000 old urban residential communities nationwide this year, which was estimated to benefit about 7 million...
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Property Management Services Industry - Landscape, Peer Comparison, and Valuation
There are a handful of property management services companies that were listed in Hong Kong in the past one year. With the strong outperformance of...
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EM Outperforming; Favor EM over EAFE
China (MSCI China, Shenzhen A Share) offers a plethora of attractive setups and is a major focus in today’s report. Taiwan (TAIEX) is another focus...
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Evergrande Property Services (6666 HK): Entering the Final Stages Towards an Unconditional MGO
Selecting a final bidder brings the process closer to an unconditional MGO. My analysis suggests an offer price range of HK$1.40 to HK$1.50 per share.
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