Shanghai/​​​​​​Shenzhen Connect Flows: Midea, Ping An Bank/Insurance
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
517 Views
Gree Electric: Positive Sentiment Regarding Stake Sale Already Priced In; We Remain Conservative
Gree Electric Appliance’s share price has rallied 9.1% over the last one month to CNY64.34 per share from CNY58.99 per share. In our previous...
472 Views
China A-Shares: From Overweight to Underowned. A GEM Fund Positioning Analysis
Growth in China A-Share ownership has been one of the defining themes of the last 5-years among global EM active managers. From early 2014 to...
647 Views
JS Global IPO Valuation: It's Not in the Bag
Household appliance and vacuum maker JS Global Lifestyle (1691 HK) has relaunched its IPO with a cut in price down to 5.2 HKD down from its...
460 Views
Behind PDD’s Big Q3 Misses, Profit Mission: Impossible 2020, 2021, 2022...
Pinduoduo (PDD US) ’s unattainable path to profitability is a cautionary tale of next-gen social sharing economy. Investors beware: capital in...
448 Views