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,...
138 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...
154 Views
CSI 100 Index Earning Revision (Aug): CAMBRICON, CHINA VANKE, ZIJIN MINING, TONGWEI
We analyzed CSI 100's consensus for Aug 2025 and highlighted changes of EPS in CAMBRICON TECHNOLOGIES (688256 CH), CHINA VANKE (000002 CH), ZIJIN...
554 Views
Huaxin Cement (6655 HK): Floats Non-Chinese Ops Spin-Off
A spin-off makes sense as the outperformance of the overseas ops are weighed down by the underperformance of the domestic ops. Metrics appear full...
608 Views
A/H Premium Tracker (To 29 Aug 2025): AH Premia Expand Again, Beautiful Skew Takes a Breather
Short version this week. Excellent Pair Alpha last week as Hs underperformed As by 2% but we were up on the week. AH premia up 4.4% in 2 weeks. I...
430 Views