HK Connect Discovery -Â March Snapshot (WH Group, Air China)
This is a monthly version of our HK Connect Weekly note, in which I highlight Hong Kong-listed companies leading the southbound flow weekly. Over...
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HK Connect Discovery Weekly: Mainland Investors Buying WH Group (2019-03-22)
In our Discover HK Connect series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by...
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Global Equity Strategy: Constructive Outlook Intact, Bottoming Process Continues
We remain constructive overall and continue to believe that global equities (MSCI ACWI) are going through a bottoming process. Opportunities exist...
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Global Ex-U.S. Equity Strategy: MSCI EM in Early Stages of Bottoming
Our overall global outlook remains cautious and continued downward pressure on global equities remains our expectation. One bright spot is EM (more...
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WH Group - Bring Home the Bacon; Initiating Coverage With a Fair Value Estimate of HKD 8.10
We initiate coverage of WH Group Ltd (288 HK), the world’s largest hog producer and meat processor, with a fair value estimate of HKD 8.10 and a...
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