SH/SZ Connect Flow Weekly: What Did Foreign Investors Buy in A-Share Markets After Gold Week?
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to highlight key stocks and sectors which the mainland investors traded via the...
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China Auto: Ready? Go!
We believe it's the perfect time to buy China auto now. According to CPCA, auto demand is warming up quickly. It's very likely that China's auto...
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China Auto: Stay with Conservative Players
Although China's active coronavirus cases reduced significantly since Mid-February, market fear of coronavirus has not abated to the same degree...
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Weichai Power (2338.HK): Engine Power Regained
We believe the market underestimates Weichai's earnings benefit its from cooperation with Sinotruk. Current Bloomberg consensus indicates a 2.5%...
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Sinotruk(3808.HK): New Engine, New Life
China's new toll road charge policy which took effect on 1st Jan 2020, allows no overload on trucks. Moreover new charges are calculated based on...
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