Z Fin (1168 HK)'s Suspension: Expect Ou To Make An Offer
Despite the fintech rebranding, Z Fin very much remains a property play, and should be assessed accordingly. At 0.2x trailing P/B, Z Fin is trading...
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China Financials: Silver Linings Playbook
Our Silver Linings Playbook outlines our views on the China financials names that are most likely to remain resilient in the face of macro...
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HK Connect Flows Weekly (Jun 18th): Alibaba, Kingboard Laminates, Knowledge Atlas, Kingboard, CNOOC
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba (9988 HK), Kingboard Laminates (1888 HK),...
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PBoC Easing/2015 Déjà Vu/ China-US Trade War Intensifies/Xiaomi Flop/Consumer Bonus
China News That Matters PBOC eases monetary policy Markets told to keep calm and carry on More trade war talks Lukewarm ‘tech’ IPO for Xiaomi China...
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The Week That Was in Greater China @Smartkarma: Recent IPOs, China NEVs, & ZTO's Weird Q2 Numbers
This issue of 'The Week that Was in Greater China@Smartkarma' covers the week of September 23rd through September 30th and features a selection...
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