China Strategy: The Rise of China's Defence Industry
China's defence industry stocks offer interesting opportunities with corrections of 3-20%, AviChina is a top pick with attractive valuation and a...
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MS-China Index Earning Revision (Sep): CCB, TENCENT, ICBC, CHINA LIFE, BOC, LONGFOR, Legend Biotech
We analyzed MS-China's consensus for Sep 2026 and highlighted changes of EPS in CCB, TENCENT, ICBC, CHINA LIFE, BOC, LONGFOR, Legend Biotech,...
84 Views
CSI 300 Index Earning Revision (Sep): CHINA VANKE, CHINA RAILWAY CONSTRUCTION, COSCO SHIPPING
We analyzed CSI 300's consensus for Sep 2026 and highlighted changes of EPS in CHINA VANKE (000002 CH), CHINA RAILWAY CONSTRUCTION (601186 CH),...
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CSI 100 Index Earning Revision (Sep): CHINA VANKE, COSCO SHIPPING, Longi Green, POWERCHINA
We analyzed CSI 100's consensus for Sep 2026 and highlighted changes of EPS in CHINA VANKE, COSCO SHIPPING, CHINA STATE CONSTRUCTION ENGINEERING,...
87 Views
China Aerospace & Defense A Shares: Value After Recent Sharp Rally
The China aerospace & defense A-share sector has had a stellar performance over the last two months, logging an average of 59.5% return. ...
575 Views