SH/SZ Connect Flow Weekly: $4.3bn Inflows, Moutai, CATL, Midea
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
365 Views
Haier SH: Emerging Markets Refrigerator Growth Cushions Slowdown in China and Developed Markets
This is the FIRST of a series of reports on Haier Smart Homes (hereafter referred to as “Haier”), where we will be taking a closer look at the...
512 Views
Gree Electric: Proposed Share Buyback, a Near-Term Catalyst Despite Weakening Fundamentals
Gree Electric Appliance announced on Sunday (12th April 2020) that it would buy back shares worth RMB3-6bn (approximately US$425-851m) over the...
541 Views
Midea: Well Diversified Products, Strong Foreign Exposure and KUKA Justify Expensive Multiples
This is the Final part of a series of reports on Midea and in this insight, we will be taking a closer look at the company’s valuation. In our...
413 Views
Shanghai/​​​​Shenzhen Connect Flows: Inflows into Moutai Were Back
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
598 Views