A-H Premium Weekly (Jun 19th): China Longyuan, China Coal, Remegen, Yangtze Optical Fibre And-H
We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Longyuan, China Coal, Remegen, Yangtze Optical Fibre...
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China Construction Machinery: April Excavator Sales up 59.9%
Total sales of excavators rose 59.9% YoY in Apr, suggesting a very strong pick up in momentum against the 11.6% growth in March. The solid rebound...
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Which Sectors Should Benefit from the Launch of China REITs?
As most provinces have seen daily new infection cases of Covid-19 falling to zero in mainland China, therefore, will increasingly resume...
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Global Equity Strategy: Initial Low Established
Several equity indexes and indicators we watch are telling us an initial primary low has been established for global equities (ACWI-US). At the...
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SG Micro H Share Listing (3661 HK): Valuation Insights
SG Micro, a leading analog IC company in China, has launched an H Share listing to raise US$587 million. In this note, I discuss the H Share...
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