HSCEI Dividends - Buy the Dip
Since we published our earlier Insight, the HSCEI dividends futures expiring in December 2020 have sold-off around 7% mainly driven by a 4%...
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HK Connect Ideas: Highlight of Hang Seng Quarterly Review (2019-08-16)
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...
589 Views
China Banks - A Pattern
While only few of China’s banks have reported 1Q19 results, there is a discernable pattern suggestive of worsening credit metrics. We also must...
903 Views
Agricultural Bank of China: It Takes More than One Cold Day for a River to Freeze a Meter Deep.
Agricultural Bank Of China (1288 HK) reported stolid numbers for 2018. A PH Score of 7.6 encapsulates positive change in variables such as...
647 Views
"Deep Doubts, Deep Wisdom; Small Doubts, Little Wisdom"
Postal Savings Bank Of China (1658 HK) is outgrowing its peers on the top-line given exuberant pace of credit growth (especially in consumer...
725 Views