Implications and Fallout from Absolute Corruption of the Political Elite
I recently had occasion to update my thinking on China, its massive waste generation in the last 10-15 years, and Chinese Communist Party members...
493 Views
CHINA MACRO: My thoughts on the RMB move. Will we see a large correction??
China’s RMB has just had its largest two-day loss since 2008, and has also fallen a record discount to the central bank’s reference rate (1.89%,...
469 Views
CSI 100 Index Earning Revision (Dec): PING AN INSURANCE, CITIC SECURITIES, SHANDONG GOLD MINING
We highlighted EPS revision on PING AN INSURANCE, CITIC SECURITIES, SHANDONG GOLD MINING, POLY DEVELOPMENTS AND, EAST MONEY INFORMATION, Longi...
1.3k Views
Meilan Airport (357 HK): SPA Precondition Satisfied, Setting up an Unconditional MGO at HK$10.62
Tendering is likely to be low as the offer is unattractive. At the last close and for a mid-February 2026 payment, the gross/annualised spread is...
439 Views
Hainan Meilan Intl Airport (357 HK): Possible Mandatory General Offer
Meilan Airport's change in parent company triggers a general offer, but the proposed price is unattractive at 10.6% premium. Synergy with new...
425 Views