Haier SH (Part II): Lower Exposure to Declining AC Market While Synergies Help Margin Expansion
This is the SECOND in a series of reports on Haier Smart Homes. In our previous insight on the company, we discussed the company’s largest business...
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SH/SZ Connect Flow Weekly: Hualan Bio, Midea, Wuliangye, Yealink, ZTE, China Intl Travel
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to highlight key stocks and sectors which the mainland investors traded via the...
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Consumer Discretionary: China - The Only Engine Firing?
Allocations in Consumer Discretionary stocks hit a new all-time high again this month. Analysis of country positioning within the sector shows EM...
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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...
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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...
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