Screening the Silk Road: Q3 2020 High Risk Names to Avoid
Time to remove the upper market cap limit as risk increases. Our screen from this quarter onwards is for all stocks[1] above a market...
313 Views
Asia HY Monthly – LARA and Credit Bias Study (May 2019)
The major development in May was the almost complete breakdown in China-US trade negotiations. The talks ceased on May 11th with no agreement, soon...
90 Views
ACC (1102 TT): Good Momentum in Taiwan’s No. 2 Cement Producer
Good price momentum, relatively strong analyst recommendation, and capable of funding growth internally relative to its sector With main plants...
288 Views
Steel in China- No Government Capacity Shutdown
This is a big topic that I find myself addressing to investors each quarter for the past 10 years as a steel analyst from where I live in Beijing,...
5k Views
Land Sales Growth In China Remains Low Despite Strong House Price Growth (Jan-Sep)
Despite strong increases in house prices, the land sales growth in China looks relatively low in the latest January-September data.The land sales...
231 Views