Primer: Anhui Conch Cement (914 HK) - Sep 2025
Industry Leader with Strong Cost Advantages: Anhui Conch Cement is the largest cement producer in China and one of the largest globally,...
64 Views
Primer: Anhui Conch Cement (600585 CH) - Sep 2025
Industry Leader Facing Severe Headwinds: Anhui Conch Cement is the largest cement producer in China, a market currently grappling with a severe...
52 Views
A/H Premium Tracker (To 23 May 2025): AH Premia Contract, H Premia Names Perform Best; Batteries!
AH Premia contract again. Interestingly, the best performing tranche of discount was stocks where Hs trade at a premium to As. BYD squeezed. CATL a...
739 Views
China NPC: Implications of Government Working Report 2023
A 0.2pp higher budget deficit and a Rmb3.8trn special purpose bond quota suggested government spending will remain important economic driver. More...
438 Views
Conch Venture (586 HK): An Overlooked Value Play
The market has deeply undervalued Conch Venture's waste-to-energy business as reflected by the negative stub value. New business initiatives and...
403 Views