bullish•China Telecom •20 Mar 2023 06:30
SSE50 Index Rebalance Preview: BIG Outperformance Over the Last Month
There could be 5 changes for the SSE50 in June. Estimate one-way turnover is 5.07% and the one-way trade is CNY 3.97bn. The potential adds have...
bullish•China Travel International Investment Hong Kong•17 Nov 2021 08:34
China Travel Intl Inv (308 HK): Here Comes My Turn!
HK-China border opening, revival in domestic tourism, supportive measures and upgrade in attractions are some key drivers for an increasing...
bullish•Air China Ltd (H)•18 Oct 2021 08:43
Air China (753 HK): Come Fly with Me
Air China is well positioned to gain from increase in overseas border openings. Also, China's possible removal of quarantine requirements for...
bullish•BOC Aviation•02 Jun 2021 15:53
BOC Aviation (2588 HK): The Stars Don't Look Bigger, but They Do Look Brighter
As downstream players continue to hemorrhage cash, over 99% of BOCAVI’s aircraft are still cash-generating. Valuation is undemanding for a high...
bullish•Thematic (Sector/Industry)•23 Dec 2020 08:56