Notes from the Silk Road: Beijing Capital Land (2868.HK)
Building momentum as catalyst approaches2018 was a year of consolidation for Beijing Capital Land (BCL) with the improvement in the project...
548 Views
In Fresh Look at BCIA, Downgrading to No Moat, Raising Uncertainty to High, Maintaining HKD 4 FVE
After transferring coverage of Beijing Capital International Airport (BCIA) (694 HK), we are downgrading our economic moat rating to none from...
487 Views
HK Connect Discovery Weekly: China Tower, Tencent, New China Life (2019-01-11)
In our Discover HK Connect series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by...
653 Views
Quiddity Weekly H/​A: Spreads & Southbound Flows [Week to 20 Jul 2018]
This insight is an H/A Spread Monitor Project offering a brief look at recent changes in H-Share/A-Share spreads, Southbound flow and impact, and...
516 Views
Smartkarma: ECM Coverage Weekly Update (13 January 2018)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs. This week we kick off...
262 Views