CSI 500 Index Earning Revision (Jun): Henan Shenhuo Coal & Power, Guangxi Liugong Machinery
We analyzed CSI 500's consensus for Jun 2025 and highlighted changes of EPS in Henan Shenhuo Coal & Power (000933 CH), Guangxi Liugong Machinery...
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CSI500 Index Rebalance Preview: 50 Changes; 10% Turnover; US$3.6bn Round-Trip Trade
There should be 50 changes in June. Estimated 1-way turnover is 10% and the round-trip trade is US$3.6bn. The forecast adds have outperformed the...
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Halcyon Agri (HACL SP): Board Recommends Conditional MGO
The 50%+ minimum acceptance condition requires around 40% of minorities acceptance rate. This remains achievable. At the last close, the gross...
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Halcyon Agri (HACL SP): Offer Document Out, Offer Closes 24 March
The MGO has a 50%+ minimum acceptance condition which requires around 40% of minorities' acceptance rate. We think that this is achievable as the...
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The Week That Was in ASEAN@Smartkarma - SCBX Transformed, Ace Hardware Time, and Pertamina Geo IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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