Northbound Flows (Jan 26th): CMB, China Yangtze Power, Zhongji Innolight, Petrochina
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for CMB, China Yangtze Power, Zhongji Innolight, Centre...
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State-Owned Companies Buy Back Shares to Boost Investor Confidence
About 50 Chinese state-owned companies are trying to bolster investor confidence by rolling out share buybacks or plans by big stockholders to...
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Cainiao Pre-IPO - Initial Thoughts on Valuation
Cainiao Smart Logistics, Alibaba Group Holding’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO.
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Cainiao Pre-IPO - Peer Comparison
Cainiao Smart Logistics, Alibaba (9988 HK)’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO.
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Cainiao Pre-IPO - The Negatives - Growth Still Driven by China Ops, Pricing Pressure Persists
Cainiao, Alibaba Group Holding (9988 HK)’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO. In this note, we talk...
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