China Rail: Implications of the Beijing-Shanghai High Speed Railway IPO
IPO of Beijing-Shanghai High Speed Railway Co was approved last month, which we consider to be a good start for China Railway to introduce...
581 Views
A-H Premium Weekly (Jun 5th): Yankuang Energy, Haier Smarthome, Times Electric, China Coal, Ping An
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Yankuang Energy, Haier Smarthome, Times Electric, China...
138 Views
China's Moderating Infrastructure Spending Outlook to Drive Construction Firm Valuation Rerating
With the central government likely to implement a more prudent fiscal policy in 2018, we anticipate a moderating top-line outlook for the no-moat...
185 Views
A-H Premium Weekly (May 1st): Great Wall Motor, China Oilfield Services, China Life, CATL
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Great Wall Motor, China Oilfield Services, China Life, CATL,...
199 Views
China: When Will Minsky Meet Mao?
The ‘China Catastrophists’ have underestimated the ability of a largely closed financial system to ignore the economic accounting identities other...
318 Views