Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Thematic (Sector/Industry)

The following map shows cumulative Chinese FDI into the US by Congressional (voting) District between 2000 and 2015. Perhaps somewhat surprisingly, the US districts with highest levels of Chinese FDI (dark blue in the map) pop up all over the US, including many parts of the rural Midwest and the South.<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/019/349/original/Rhodium_FDI.png?1484708668" class="editor-image img-responsive" data-smartkarma-image-id="19349"></figure>Much less surprising is that some of the most populous states (California, New York) took in the most Chinese FDI in gross dollar terms. But eight of the Top 10 recipient states were smaller states…

The following map shows cumulative Chinese FDI into the US by Congressional (voting) District between 2000 and 2015. Perhaps somewhat surprisingly, the US districts with highest levels of Chinese FDI (dark blue in the map) pop up all over the US, including many parts of the rural Midwest and the South.Much less surprising is that some of the most populous states (California, New York) took in the most Chinese FDI in gross dollar terms. But eight of the Top 10 recipient states were smaller states…

Map of China-To-US FDI Might Surprise...And Could Undermine Trump's Hard Line on China

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Equity Capital Markets

Victory Giant Technology (HuiZhou) / Equity Capital Markets

Victory Giant Technology (HuiZhou) (2476 HK)

<ul>
<li>
<a href="https://www.smartkarma.com/entities/victory-giant-technology-huizhou-co-ltd" target="_blank" data-smartkarma-citation="entities:48083:1" rel="noopener">Victory Giant (2476 HK)</a> priced its H Share at HK$209.88, raising HK$20,117 million (US$2.6 billion) in gross proceeds. The H Share will be listed tomorrow.</li>
<li>I discussed the H Share listing in <a href="https://www.smartkarma.com/insights/victory-giant-h-share-listing-the-investment-case" target="_blank" data-smartkarma-citation="insights:228918" rel="noopener">Victory Giant H Share Listing: The Investment Case</a> and <a href="https://www.smartkarma.com/insights/victory-giant-h-share-listing-2476-hk-valuation-insights" target="_blank" data-smartkarma-citation="insights:231064" rel="noopener">Victory Giant H Share Listing (2476 HK): Valuation Insights</a>. </li>
<li>Victory Giant's international and retail oversubscription rates were above the median of recent large AH listings. The peers have re-rated, and the AH discount remains attractive.</li>
</ul>



Victory Giant (2476 HK) priced its H Share at HK$209.88, raising HK$20,117 million (US$2.6 billion) in gross proceeds. The H Share will be listed tomorrow.
I discussed the H Share listing in Victory Giant H Share Listing: The Investment Case and Victory Giant H Share Listing (2476 HK): Valuation Insights. 
Victory Giant's international and retail oversubscription rates were above the median of recent large AH listings. The peers have re-rated, and the AH discount remains attractive.


Victory Giant H Share Listing (2476 HK): Trading Debut

Independent, global risk consultancy, Control Risks

Aparajita Verma

Independent, global risk consultancy

Control Risks

Control Risks is an independent, global risk consultancy specialising in helping organisations manage political, integrity and security risks in complex and hostile environments. We support clients by providing strategic consultancy, expert analysis and in-depth investigations, handling sensitive political issues and providing practical on-the-ground protection and support.

Our unique combination of services, geographical reach and the trust our clients place in us ensure we can help them to effectively solve their problems and realise new opportunities across the world.

A series of regulatory changes is raising questions about the ability of foreign companies to compete effectively in China’s automotive sector in the coming years. The latest change – draft rules on batteries for electric vehicles (EV) released by the government on 22 November – has disrupted at least one foreign battery maker’s plans to invest in the sector in China.

A series of regulatory changes is raising questions about the ability of foreign companies to compete effectively in China’s automotive sector in the coming years. The latest change – draft rules on batteries for electric vehicles (EV) released by the government on 22 November – has disrupted at least one foreign battery maker’s plans to invest in the sector in China. 

China: Main Competition Intensifies – Pressure on Foreign Firms' Electric Vehicle Plans

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyse the changes of A-H premium on 180 stocks over the last week. The average A-H premium was 67.6% as of Apr 17th.</li>
<li>The average A-H premium changed by -0.6ppt week-on-week, led by information technology, energy, materials and offset by utilities, consumer staples.</li>
<li>We highlight weekly changes in A-H premium for China Longyuan Power, PICC, China Coal Energy, Hans Cnc.</li>
</ul>


We analyse the changes of A-H premium on 180 stocks over the last week. The average A-H premium was 67.6% as of Apr 17th.
The average A-H premium changed by -0.6ppt week-on-week, led by information technology, energy, materials and offset by utilities, consumer staples.
We highlight weekly changes in A-H premium for China Longyuan Power, PICC, China Coal Energy, Hans Cnc.


A-H Premium Weekly (Apr 17th): China Longyuan Power, PICC, China Coal Energy, Hans Cnc

Founder, Supreme Peoples Court Monitor

Susan Finder

Founder

Supreme Peoples Court Monitor

Illustrating the integration of China's court system with the operation of the Communist Party, the day after the Communist Party Central Committee's Central Economic Work Conference concluded, the Supreme People's Court's (SPC's) Party Committee held a meeting to work out its implications for the courts in 2017.   <a href="http://www.court.gov.cn/zixun-xiangqing-32871.html" target="_blank">According</a> to SPC President Zhou Qiang, the Central Economic Work Conference has the following takeaways for the courts:<h2>First, adhere to strict and impartial justice, and create an</h2>…

Illustrating the integration of China's court system with the operation of the Communist Party, the day after the Communist Party Central Committee's Central Economic Work Conference concluded, the Supreme People's Court's (SPC's) Party Committee held a meeting to work out its implications for the courts in 2017.   According to SPC President Zhou Qiang, the Central Economic Work Conference has the following takeaways for the courts:First, adhere to strict and impartial justice, and create an…

China's Economic Work Conference & Its Courts

China

SANY Heavy Industry Co., Ltd manufactures and markets construction and engineering machinery and related parts. The Company produces and sells concrete pumps, concrete pump vehicles, road rollers, pavers, and other related products. Sany Heavy Industry markets its products worldwide.

Price Gauge
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Sany Heavy Industry (600031 CH)

Map of China-To-US FDI Might Surprise...And Could Undermine Trump's Hard Line on China

The following map shows cumulative Chinese FDI into the US by Congressional (voting) District between 2000 and 2015. Perhaps somewhat surprisingly,...

Daniel Hellberg

China: Main Competition Intensifies – Pressure on Foreign Firms' Electric Vehicle Plans

A series of regulatory changes is raising questions about the ability of foreign companies to compete effectively in China’s automotive sector in...

Control Risks

A-H Premium Weekly (Apr 17th): China Longyuan Power, PICC, China Coal Energy, Hans Cnc

We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Longyuan Power, PICC, China Coal Energy, Hans Cnc.

Ke Yan, CFA, FRM

China's Economic Work Conference & Its Courts

Illustrating the integration of China's court system with the operation of the Communist Party, the day after the Communist Party Central...

Susan Finder

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Map of China-To-US FDI Might Surprise...And Could Undermine Trump's Hard Line on China

The following map shows cumulative Chinese FDI into the US by Congressional (voting) District between 2000 and 2015. Perhaps somewhat surprisingly,...

Daniel Hellberg

Victory Giant H Share Listing (2476 HK): Trading Debut

Victory Giant's international and retail oversubscription rates were above the median of recent large AH listings. The peers have re-rated, and the...

Arun George

China: Main Competition Intensifies – Pressure on Foreign Firms' Electric Vehicle Plans

A series of regulatory changes is raising questions about the ability of foreign companies to compete effectively in China’s automotive sector in...

Control Risks

A-H Premium Weekly (Apr 17th): China Longyuan Power, PICC, China Coal Energy, Hans Cnc

We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Longyuan Power, PICC, China Coal Energy, Hans Cnc.

Ke Yan, CFA, FRM

China's Economic Work Conference & Its Courts

Illustrating the integration of China's court system with the operation of the Communist Party, the day after the Communist Party Central...

Susan Finder