Ping An A/H: Discount Widens and Diverges from Broader Market
The Ping An A/H spread is trading at a discount and has diverged from the spread on the overall market. Set up for a premium expansion trade that...
688 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...
265 Views
Asia Shorts: Cosco Ship, Kuaishou, Pop Mart, WuXi, Takeda, Kirin, Monex, HMM, NC Soft, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
348 Views
China Financials: Silver Linings Playbook
Our Silver Linings Playbook outlines our views on the China financials names that are most likely to remain resilient in the face of macro...
1.4k Views
Merchants Vs. Minsheng – Divergence Widens
1Q21 data suggests divergence favoring China Merchants Bank over China Minsheng Bank can continue. Credit metrics and core profit and favor the...
325 Views