Primer: China Development Bank Financial Leasing (1606 HK) - Aug 2026
Strong Sovereign Backing: As the sole listed leasing platform of China Development Bank (CDB), the company benefits from significant parental...
92 Views
Haitong Unitrust (1905 HK): Trading Halt Points to a Likely Privatisation by the Parent
Haitong Unitrust is halted pending a likely privatisation by its parent. A merger vote looks low-risk; I estimate a potential offer range of...
111 Views
China: Revival 2.0?
Chinese real estate prices impact stock market, Trump's tariff approach to China changes, undervalued stocks in Hong Kong offer high yield potential.
697 Views
China Banks – Screws Tighten On LGFVs
CHINA BANKS: Recently the CBIRC issued guidance on implicit LGFV debt via Document 15 – further tightening the screws on mainland China's financial...
352 Views
China Banks – Big Capital Raises Coming
CHINA BANKS: The PBOC and CBIRC released finalized new capital standards for the country’s D-SIBs. Equity raises require P/BV over 1.0x and many of...
335 Views