Shanghai/Shenzhen Connect Ideas: Technologies, Porks and Hard Liquors (2019-05-17)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
755 Views
Shanghai/Shenzhen Connect - $8.4 Bn Inflows in February (Kweichow Moutai, Aier Eye, Luxshare)
In our Discover SZ/SH Connect series, we aim to help our investors understand the flow of northbound trades via the Shanghai Connect and Shenzhen...
508 Views
WH Group: Back to Buy Levels, Trade Fears Overplayed
Since my bearish note two months ago, the share price of WH Group fell over 25% on the back of US-China trade tensions. However, trade fears are...
281 Views
WH Group 1Q18 Results: Overhang from Tariffs Remain but Valuation Gap with Peers Narrowed
WH Group's share price fell more than 8% after releasing its 1Q18 results because EBIT fell 9.3% YoY despite revenue growth of 5.7%YoY. Its China...
313 Views
WH Group Placement: CDH Overhang (Almost) Cleared
CDH is selling down c.US$740m worth of WH Group today after market close. This represents 6% of WH Group's outstanding shares. Post this deal, CDH...
434 Views