China Rail: The Investment Train Will Miss This Station in 2020E
At the end of May, interview in the local media with contact from China State Railway Group clarified that Rmb100bn increment (mentioned in GWR on...
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China Capital Goods: New Infrastructure, New Opportunities!
With the boost on New Infrastructure from Central Government, rail sector, power T&D (transmission and distribution) sector, automation &...
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HSCEI Rebalance March 2020 - No Surprises, But Trades Are Performing Well
The Hang Seng Indexes Company Limited (HSIL) announced the results of its review of the Hang Seng Family of Indexes on Friday post market close....
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HSCEI Rebalance Preview- Strong Trade Performance
In our earlier Insight, HSCEI Rebalance Preview - March 2020, we took a look at potential inclusions and exclusions from the Hang Seng China...
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Last Week in Event SPACE: Parco, AVIC, Excel, Nomura/Daiwa, Fujifilm/Xerox, CCASS
Last Week in Event SPACE ... A potential win-win as J Front Retailing (3086 JP) mops up the remaining shares in Parco Co Ltd (8251 JP). Expect...
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