A-H Premium Weekly (Jun 19th): China Longyuan, China Coal, Remegen, Yangtze Optical Fibre And-H
We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Longyuan, China Coal, Remegen, Yangtze Optical Fibre...
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China Construction Machinery: Excavator Sales Should Grow >50%yoy in May as Well
In April 2020, China's excavator sales reported at 45,426 units, up 60% yoy, which is well above market expectations. We believe excavator sales...
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Which Sectors Should Benefit from the Launch of China REITs?
As most provinces have seen daily new infection cases of Covid-19 falling to zero in mainland China, therefore, will increasingly resume...
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Screening the Silk Road: Q2 2020 Small-Mid Cap High Risk Names to Avoid
Deteriorating credit metrics continue to support our view that the level of risk is increasing within the small-mid cap universe. Our screen...
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Screening the Silk Road: Q1 2020 Small-Mid Cap High Risk Names to Avoid
Our Q4-2019 Small-Mid Cap High-Risk list of stocks produced an average price decline of 6.1% and on a market cap weighted basis a decline of...
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