HK Connect Ideas: Five Weeks of Inflows, Dalian Port Outflows (2019-06-14)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
662 Views
Toyota Sides with CATL to Accelerate Its EV Goals; Reliance on Panasonic Reduces
On Friday, the Nikkei reported that Toyota Motor (7203 JP) had signed a memorandum of understanding (MOU) with CATL (A) (300750 CH) to supply...
872 Views
TSLA China Update: April Import and Registration Data
In April, only 94 Tesla Motors (TSLA US) cars were imported and 2,658 were registered in China. The average selling price for the April imported...
796 Views
HK Connect Snippet: Auto Manufacturers, Kingsoft (2019-05-31)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
714 Views
China Evergrande: The Case of Rising Leverage and Lower Margins
Having paid dividends of RMB 27.7bn in 2018, noteholders must have been relieved when Evergrande Real Estate Group (3333 HK)  (“Evergrande” or the...
785 Views