Beijing SinoHytec A/H Listing - Initial Thoughts on Valuation
Beijing Sinohytec Co Ltd (688339 CH) (BSH) is looking to raise up to US$400m via its H-shares listing. In this note, we'll talk about valuations.
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HK & China Strategy: Potential Gainers of Rmb Appreciation Against USD
With the further appreciation of the Rmb against the USD, especially following the phone conversation between Chairman Xi and President Trump, it...
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Maersk Q125 Results: Solid Q1 Numbers | But Mgmt Retains Negative View on FY25, Citing Uncertainty
Maersk reported solid Q1 results on Thursday in Copenhagen, and its downbeat FY25 guidance is unchanged. That guidance implies a dramatic erosion...
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Don't Expect A Resolution of Tariff Chaos To Lift Container Shipping Rates Like Covid-19 Did
There are several reasons why any resolution of the current US tariff chaos is unlikely to lead to an increase in spot container shipping rates in...
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China & HK Strategy: Stocks Exposed to the US and Higher Tariffs
With the Trump administration announcing global reciprocal tariffs, even companies with manufacturing presence in other countries will suffer...
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