ECM Weekly (2 February 2019) - Maoyan, China Tower, Dexin, Chalet Hotels, Bharat Hotels, Wingarc1st
Aequitas Research puts out a weekly update on the deals that have been covered by Smartkarma Insight Providers recently, along with updates for...
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HK Connect Discovery - January Snapshot
This is a monthly version of our HK Connect Weekly note, in which I highlight Hong Kong-listed companies leading the southbound flow weekly. Over...
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China Tower Corp: Trading Idea Before Lock-Up Expiry
China Tower Corp, the owner and operator and telecommunication tower network in China, listed on August 8th last year. Over the past six months,...
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Chinese Telcos: Rising Capex Expectations a Risk. Downgrade China Mob and China Tel to Neutral.
We have been positive on the Chinese telcos, in part due to our thesis that peak 5G capex expectations were too high for China Mobile. That has...
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Last Week in GER IPO Research: Leong Hup, China Tobacco, Futu and Weimob
We slide into 2019 with GER's recap of our latest IPO research. This week, we talk chicken as Arun initiates on the IPO Malaysian poultry producer...
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