CHINA SOE REFORM: Thoughts and implications of OIL MERGER rumours
Local press has been heavily speculating that we will get a detailed announcement of the SOE reform plan by March, where the number of central SOEs...
458 Views
Primer: China Yangtze Power Co, Ltd. (600900 CH) - Sep 2025
World's Largest Hydropower Producer: China Yangtze Power (CYPC) is the largest publicly listed hydropower company globally, operating a...
153 Views
Northbound Flows (1Q2025): BYD, Naura Technology, Cmb, Yangtze Power, Weichai Power
We analyzed Northbound connect data for 1Q2025 and highlight flows for BYD, Naura Technology, Cmb, Yangtze Power, Weichai Power.
493 Views
Northbound Flows (4Q2023): $20bn Outflows in 4Q
We analyzed Northbound connect data for 4Q2023 and highlight flows for Moutai, Yangtze Power, Catl, Gree Electric Appliances, Sungrow Power Supply.
428 Views
Northbound Flows (3Q2024): Wait and See Mode
We analyzed Northbound connect data for 3Q2024 and highlight flows for Moutai, Midea, Wuliangye, Catl, Gree Electric Appliances.
526 Views