HK Connect Discovery Weekly: Mainland Investors Buying WH Group (2019-03-22)
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...
758 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...
559 Views
KY's Investing Note: Top Picks (IMax China, CGN Power, China Unicom, Travelsky, SMIC, Sands China)
IntroductionSmartkarma clients following me know that I spend most of my time covering IPOs. What is actually interesting on the Smartkarma...
479 Views
Actionable Value Ideas with Solid Corporate Governance in China and Hong Kong
We recently screened the HKG and China markets for ideas with below market P/E ratios and Dividend Yields above 2% that traded more than US$1 mn...
753 Views
Set to power ahead
We would take the deal.CGN Power is the market leader in nuclear energy in China and investors it provides the cleanest exposure to fast growing...
582 Views