China & HK Utilities: Safehaven Comes in to Play
China Utilities stocks are lightly held, underweight and underowned in active China portfolios. However, recent fund activity shows an turnaround...
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Crude Oil and Copper Breakdowns Reinforce Our Concerns; Defensive Sectors Remain Attractive
Our cautious outlook is reinforced by ongoing developments. Relative strength improvement for defensives (Utilities, Staples, Real Estate, Health...
353 Views
Hong Kong Buybacks Weekly (Jun 18th): Tencent, Li Auto, Xiaomi
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Tencent (700 HK),...
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Smartkarma Originals
China Infrastructure Deep Dive: Gas Utilities H & A Shares
China's Gas Utilities sector will continue to present a high growth story for investors, despite their significant outperformance over the last few...
991 Views
ENN Energy (2688 HK): Precedent Set as the Offer Is Effectively Blocked by Regulators
The CSRC's non-approval is unprecedented, as the offer has already received approvals from the NDRC, MoC, and SAFE. My estimated deal-break price...
220 Views