ACC, Holcim & Anhui Conch: A Cross-Country Benchmarking Study of Cement Sector Leaders
In preparing this insight, I have tried to compare ACC (as an Indian Cement Sector Proxy) to Holcim and Anhui Conch. I discuss Long Term trends...
519 Views
HK Connect Flows Weekly (Feb 13th): Tencent, Alibaba, Meituan, China Life, CNOOC
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Tencent, Alibaba, Meituan, China Life, CNOOC.
280 Views
HK Connect Flows Weekly (Aug 1st): CCB, China Life, Tencent, Li Auto, China Mobile, Xiaomi
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for CCB, China Life, Tencent, Li Auto, China Mobile, Xiaomi,...
452 Views
CPMC Holdings (906 HK): On the Cusp of Being Declared Unconditional
Based on CCASS data, ORG’s shareholding, including acceptances, is 50.10% of outstanding shares as of 7 January. Therefore, the offer has become...
910 Views
GA Pack (468 HK): Shandong Xinjufeng’s Offer Gets a Boost as Mengniu Sells Down
The stake sale will help the Shandong Xinjufeng offer turn unconditional as it will nudge minorities to tender, partly due to GA Pack’s uncertain...
718 Views