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...
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Quiddity CSI 1000 Jun25 Results: 200 Changes; US$2Bn+ One-Way
Some CSI 1000 ADDs are CSI 500 DELs and Some CSI 1000 DELs are CSI 500 ADDs. These names will have opposing index flows that could offset each other.
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Shandong Fengxiang (9977.HK) Privatization - Long-Term Investors May Be Unhappy with the Offer Price
Fengxiang is a high-quality asset for PAG. Long-term investors hope to see an improvement in fundamentals after PAG/Abu Dhabi Investment step in....
521 Views
CSI500 Index Rebalance Preview: 50 Changes; 10% Turnover; US$3.6bn Round-Trip Trade
There should be 50 changes in June. Estimated 1-way turnover is 10% and the round-trip trade is US$3.6bn. The forecast adds have outperformed the...
745 Views
Steel in China- No Government Capacity Shutdown
This is a big topic that I find myself addressing to investors each quarter for the past 10 years as a steel analyst from where I live in Beijing,...
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