Shanghai/​Shenzhen Connect Snippet: 3 Weeks of Outflows, Moutai, Hikvision (2019-05-24)
In our weekly Shanghai/Shenzhen Connect Snippet series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
762 Views
Shanghai/Shenzhen Connect Ideas: Technologies, Porks and Hard Liquors (2019-05-17)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
755 Views
Take Profit on WH Group (+33%) As Valuation Gap with Peers Narrows; Revisit After Interim Results
Softer hog prices and world-class execution benefited WH Group so far:WH Group has gained ~33% since my note Synergies and Global Ambitions...
500 Views
Call with WH Group Management Re-Affirmed Our Views Company's Global Operations Are Undervalued
Since our February note Synergies and Global Ambitions Underappreciated, WH Group's shares have gained 18%. Our recent conference call with the...
610 Views
Sector Capsule: Bottled Water in China
Headlines In 2016, off-trade sales of bottled water increase by 8% in volume terms and 11% in current value terms, to reach 42.1 billion litres...
6.4k Views