China Strategy: The Rise of China's Defence Industry
​China's defence industry stocks offer interesting opportunities with corrections of 3-20%, AviChina is a top pick with attractive valuation and a...
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Con Aero Tech (232 HK): Disposal, Delisting and Special Divs at 2.4x Last Close
The series of transactions aims to delist the company and return all of the net proceeds to shareholders through dividends. The potential...
367 Views
China Aerospace & Defense A Shares: Value After Recent Sharp Rally
The China aerospace & defense A-share sector has had a stellar performance over the last two months, logging an average of 59.5% return. ...
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Smartkarma Originals
China Aerospace & Defense A Shares: An In-Depth Walkthrough
China's aerospace and defense industry offers unique investment opportunity to investors, but due to its high sensitivity, all major companies...
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The Latest Government FAI Target Warrants Stable Growth Prospects for Infrastructure Sector
The latest gathering of China’s National People’s Congress has produced some reassuring news for the domestic infrastructure sector. In our view,...
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