Last Week in Event SPACE: Metlifecare, Nuflare, Cocokara, Permata, Alibaba, Shimachu, Central Retail
Last Week in Event SPACE ... Metlifecare Ltd (MET NZ) trades tight to terms as its board and 42% of the register support EQT's revised...
520 Views
StubWorld: China Conch's Fully Priced Rump
This week in StubWorld ... The possible inclusion in the Hang Seng China Enterprises Index may account for China Conch Venture Holdings (586 HK)...
491 Views
Time to Get Defensive on Chinese Cement: Short CNBM/Long Anhui Conch
Chinese cement prices look vulnerable to a 1H20 correction of ~10% after jumping ~20% in 2H19 on supply constraints & temporary demand...
527 Views
Shanghai/​​​​​Shenzhen Connect Flows: $2.6 Bn Inflows Last Week, All Time High Northbound Holding
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
490 Views
EM Remains In Favor; Shanghai Comp Breaking Out
Geopolitical concerns aside, a weakening US dollar (DXY) continues to be a major tailwind for both EM equities and the commodity Sectors. Improving...
716 Views