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Shenzhen Expressway Co H (548 HK)
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Analysis
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China
Shenzhen Expressway Company Limited constructs, manages and operates toll highways and expressways in China.
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bearish
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Melco International Development
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12 Sep 2019 01:03
StubWorld: Further Narrowing in Melco’s NAV Discount Unjustified
This week in StubWorld ... What catalysts are left to be extracted at Melco International Development (200 HK)'s stub level after privatising...
David Blennerhassett
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577 Views
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bullish
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Geely Auto
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26 Aug 2019 14:04
HK Connect Ideas: Strongest Weekly Inflows, CCB, Tencent, Meituan (2019-08-23)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
Ke Yan, CFA, FRM
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521 Views
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bullish
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Bandai Namco Holdings
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14 Jul 2019 08:09
Last Week in Event SPACE: Chiyoda, Bandai, Unizo, Ascendas, Villa World, Avon, SIA Engineering
Last Week in Event SPACE ... As expected, Chiyoda Corp (6366 JP) is out of the Nikkei. Unexpectedly, Bandai Namco Holdings (7832 JP) is the...
David Blennerhassett
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846 Views
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bullish
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Samsung Electronics
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11 Jul 2019 05:45
Share Classifications: A Year In Review
This share class monitor provides a snapshot of the premium/discounts for various share classifications around the region over a 12-month period,...
David Blennerhassett
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656 Views
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bullish
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Thematic (Sector/Industry)
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01 Jul 2019 13:55
Screening the Silk Road: Q3-2019 Small-Mid Cap GARP (Zulu Warrior Screening)
In January 2019, we re-examined the divide between value and growth stocks, citing expectation of a reversal to value based on historical data and...
David Lepper
615 Views
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