A-H Premium Weekly (Jun 5th): Yankuang Energy, Haier Smarthome, Times Electric, China Coal, Ping An
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Yankuang Energy, Haier Smarthome, Times Electric, China...
138 Views
A-H Premium Weekly (May 29th): Zhuzhou Crrc Times Electric, ZTE, China Minsheng Banking
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Zhuzhou Crrc Times Electric, ZTE, China Minsheng Banking,...
128 Views
China Steel Industry: Are Overcapacity Issues Resolved?
We remain selective in the Asian steel space, as overcapacity issues are here to stay.China's steel industry has long been affected by overcapacity...
444 Views
Chinese Steel Maker Sell-Off an Overreaction
Maanshan Iron & Steel H (323 HK) and Angang Steel Co Ltd (H) (347 HK) were down 4.8% and 2.4%, respectively, last Friday (March 2), following...
392 Views
Minimal Impact on Our Asian Steel Coverage Following U.S.Steel Import Tariffs; FVEs Unchanged
After meeting with steel and aluminum executives at the White House on March 1, President Donald Trump announced that he'll be enacting a 25% steel...
207 Views