Primer: Avic Chengdu Aircraft (302132 CH) - Sep 2025
Avic Chengdu Aircraft is a key player in China's defense modernization, primarily engaged in the design, manufacture, and maintenance of...
84 Views
China Strategy: The Rise of China's Defence Industry
China's defence industry stocks offer interesting opportunities with corrections of 3-20%, AviChina is a top pick with attractive valuation and a...
404 Views
ChiNext/ChiNext50 Index Rebalance Preview: Time for a Turnaround
There could be 9 changes for the Chinext and 5 changes for the Chinext50 index in Dec. The adds have drifted lower vs the deletes and there could...
698 Views
Quiddity Primer for CSI 300/500 Index Rebalance Events
We evaluated the performance of 1205+ unique past Index rebalance cases (ADDs and DELs) involving the CSI 300 index and CSI 500 index from December...
1.1k Views
CSI 500 Index Earning Revision (Jun): Henan Shenhuo Coal & Power, Guangxi Liugong Machinery
We analyzed CSI 500's consensus for Jun 2025 and highlighted changes of EPS in Henan Shenhuo Coal & Power (000933 CH), Guangxi Liugong Machinery...
476 Views