Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

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Cross Asset Strategy

<ul><li>TOP STORIES Tariff / In Depth: Chinese exporters pivot to domestic consumers in trade war hedge</li><li>The recent 90-day truce in the U.S.-China tariff war has prompted a flurry of activity among Chinese exporters, with traders rushing to ship goods overseas before tensions escalate again.</li><li>But at the same time a major shift is underway among exporters — many are now trying to sell those same goods at home, as they scramble to hedge their bets against future global instability.</li></ul>

TOP STORIES Tariff / In Depth: Chinese exporters pivot to domestic consumers in trade war hedgeThe recent 90-day truce in the U.S.-China tariff war has prompted a flurry of activity among Chinese exporters, with traders rushing to ship goods overseas before tensions escalate again.But at the same time a major shift is underway among exporters — many are now trying to sell those same goods at home, as they scramble to hedge their bets against future global instability.

CX Daily: Chinese Exporters Pivot to Domestic Consumers in Trade War Hedge 

External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

Credit

<ul><li>Over the weekend, the Macau government announced that it had agreed with the Chinese government to resume package tours for mainland Chinese to visit Macau, and the electronic visa issuance.</li><li>We expect these changes to help turning most of the gaming operators into positive EBITDA by 1H23 and reverse the trend of cash burnt.</li><li>As we repeatedly discussed, the key drivers for Macau gaming bonds are the visa policy of mainland China and Macau’s quarantine policy.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Over the weekend, the Macau government announced that it had agreed with the Chinese government to resume package tours for mainland Chinese to visit Macau, and the electronic visa issuance.We expect these changes to help turning most of the gaming operators into positive EBITDA by 1H23 and reverse the trend of cash burnt.As we repeatedly discussed, the key drivers for Macau gaming bonds are the visa policy of mainland China and Macau’s quarantine policy.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Macau gaming: Meaningful policy relaxations to double visitation

Hong Kong

SJM Holdings is a leading owner, operator, and developer of casinos and integrated entertainment resorts in Macau. The company's operations encompass casino gaming, hotels, dining, shopping, and wellness facilities. SJM Holdings was incorporated in Hong Kong in 2006 and is headquartered in Central, Hong Kong.

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SJM Holdings (880 HK)

CX Daily: Chinese Exporters Pivot to Domestic Consumers in Trade War Hedge

TOP STORIES Tariff / In Depth: Chinese exporters pivot to domestic consumers in trade war hedge The recent 90-day truce in the U. S. -China...

Caixin Global

Macau gaming: Meaningful policy relaxations to double visitation

We expect these changes to help turning most of the gaming operators into positive EBITDA by 1H23 and reverse the trend of cash burnt.

CMB International

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52-week Range

Market Cap (USDm)

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