HK Connect Flows Weekly (Mar 13th): Tencent, CNOOC, Jiaxin International Resourc, Lingbao Gold
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Tencent (700 HK), CNOOC (883 HK), Jiaxin International...
219 Views
China Property / Debt - when Kaisa broke our Trust
Kaisa failed to make an interest payment due Jan 8 on $500 million of 10.25% dollar bonds (the first Chinese property company to default on...
502 Views
This week's flash-crash in China: thoughts and implications
China A-shares closed down almost 8% on Monday, on heavy volumes, the largest fall since February 2007. Whilst there were several negative...
579 Views
CSI 300 Index Earning Revision (Feb): CMB, JIANGSU EASTERN SHENGHONG, ZIJIN MINING
We analyzed CSI 300's consensus for Feb 2026 and highlighted changes of EPS in CMB, JIANGSU EASTERN SHENGHONG, ZIJIN MINING, ZHONGJI INNOLIGHT,...
260 Views
CICC (3908 HK): Merger Details Are Out
CICC released merger details, facing 8.5% EPS dilution, but justified by the rise to the 3rd largest securities company. Share price reaction may...
550 Views