Tencent and Ping An Tactical Long, Pivots and H Bank Supports
Our most recent insight Tencent and Ping An Sliding Toward Our Bear Objectives outlined macro downside targets and that we were edging toward...
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AIA – Change in FYE Leads to Additional Growth Questions
* Unresolved Accounting Questions: A recently changed FYE to December coupled with a failure to disclose several months of data disallow reasonable...
315 Views
PICC P&C – Heavy Headwinds
* Regulatory Challenges: Auto pricing reform is negative for P&C segment loss ratios given the higher premium discounts; and mainland Chinese...
237 Views
Tencent and Ping An Sliding Toward Our Bear Objectives
Tecent and Ping An continue to work their way lower after our March 22 sell call. More importantly these bell weathers have a direct impact on...
226 Views
Ping An Good Doctor: Priced to Induce Altitude Sickness
Ping An Healthcare And Techn (1573582D HK) /PAHTG is a leading Chinese internet healthcare company. It announced its IPO price range of...
636 Views