AVIC Shenyang (600760 CH): Defense Is Defensive
AVIC Shenyang is a unique defense play in China with quality earnings outlook. We think it will benefit from the recent geopolitical tension and...
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AVIC Shenyang (600760 CH): Heating Up on China's Combat Aircraft Demand
AVIC Shenyang's solid 3Q21 suggests encouraging underlying demand momentum and positive cost management. The company will stay as a prime...
268 Views
Smartkarma North Asia Weekly: POTUS Order, Kanzhun, Angelalign, & 3 Children Policy in China
In this edition of the Smartkarma North Asia Weekly, it summarizes some of the top insights on Smartkarma in the past week covering Japan, HK...
432 Views
STAR Board: CSI300 Index Rebalance: Rule Change Sees STAR Board Stocks Included
There are 26 inclusions/exclusions from the CSI300 index with a one way turnover of 3.87%. An expansion of the universe has 4 STAR Board stocks...
667 Views
AviChina (2357 HK): Buy The Modern Army Narrative
One would think the "modern army" maxim will catalyse companies such as AviChina (2357 HK). That is positive. But why subject capex to outside...
878 Views