Quiddity Weekly H/A: Discounts & Southbound Flows 20180126
This is a new H/A Spread monitor project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and...
494 Views
HKEx – Not Leaving Well Enough Alone
* Traditional fundamentals within the legacy Hong Kong Exchanges & Clearing (HKEx) [388.HK] equities business continues on a positive upswing,...
429 Views
Guotai Junan IPO: A Big Player but Relatively Less Liquid, How A-H Premium Plays
Guotai Junan Securities, a top-tier security broker in China, is book building to raise US$2bn for its Hong Kong IPO. In our earlier...
516 Views
Guotai Junan Securities IPO: Second, if Not the Largest, China Security Broker, A-H Premium Examined
Guotai Junan Securities is about to raise US$2bn from its Hong Kong listing. We have covered China brokers listing extensively last years, from...
705 Views
Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
1.5k Views