Cheers! Raise a Glass to China Resources Beer (0291.HK)
A quality Chinese red chip company at a reasonable valuation, growing sales and margins due to its premium strategy. A play on recovering Chinese...
241 Views
China Insurance: PICC P&C Vs. CPIC
Bullish on PICC P&C outlook as it's expected to benefit the most from China's motor insurance recovery. Bearish on CPIC's because its P&C is much...
635 Views
Further Opportunities in the Hong Kong Market
As global and emerging market funds return to Hong Kong, some underperforming index names will attract flows. Seeing good technical action, volume...
1.2k Views
February Themes and Thematic Portfolio Review
We review market performance, our investment themes, highlighting additions and subtractions in the thematic investment portfolio.
309 Views
Sunshine Insurance Group IPO Lock-Up - US$5.3bn Lockup Release Tomorrow, with No Liquidity
Sunshine Insurance Group (6963 HK) (SIG), a life, health and P&C insurance company, raised around US$850m in its HK IPO in Dec 2022. Its IPO linked...
359 Views