CPPCC And Full Circulation Of H-Shares
After being delayed two months, the 2020 National People's Congress and Chinese People's Political Consultative began its annual session today,...
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Asia's HY New Issue Market Sense Check: Positive & Negative Implications
Things look better than one would expect in Asia's high yield offshore primary debt markets, given the regional economic contagion from the...
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China Zhengtong: Tailwinds from China’s Luxury Car Market Resilience Going Unnoticed - Quantamental
China Zhengtong Auto Services (ZhengTong) is a leading 4S dealership group with 141 dealership stores in 41 cities across 17 provinces within...
592 Views
Meidong - Multiple Expansion To Facilitate M&A?
China Meidong Auto (1268 HK) has had a tremendous run over the last few months. The stock trades at 18x PE 2019 on my numbers. The next best stock...
660 Views
BMW-Distributor Dah Chong To Be Privatised?
After mysteriously gaining 16% in the past month on higher than average daily volume (US$1mn/day against US$0.5mn/day for the preceding 12 months),...
644 Views