HK Connect Discovery Weekly: China Tower, Geely, COFCO Meat (2019-02-15)
In our Discover HK Connect series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by...
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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...
699 Views
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,...
949 Views
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...
608 Views