Wuliangye (000858 CH): Classic Value Trap
Wuliangye at the current stage is a classic value trap - slow growth with no change or deteriorating PE multiples. Prefer other Chinese liquor...
326 Views
China A-Shares - EM Fund Ownership Guide
China A-Shares represent the 6th largest country holding among active EM investors. In this analysis, we analyse the current set up of A-Shares in...
248 Views
Northbound Flows (Apr 3rd): CATL, Moutai
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for CATL, Moutai. Not e that connect scheme was closed...
345 Views
Northbound Flows (Mar): $3.7bn of Inflows
We analyzed the Shanghai/Shenzhen Connect Scheme for March and highlight flows for CATL, Wuliangye, Midea, Zijin Mining, Will Semi, Wuxi Apptec,...
296 Views
Northbound Flows (Mar 28th): Wuliangye, CMB
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Wuliangye, China Merchants Bank.
337 Views