Equity Research in HK and Mainland China

Li Tang

Highly experienced sell-side analyst with more than ten years of experience in the field of China’s in-depth policy-driven macro research in China (Beijing) .
Covering in equity research in HK and Mainland market mainly real estate, construction,steel sector.
The Ideas generation based on an analysis of China’s future direction and policy decisions fundamental analysis on sector impact, market drivers, timing and scale, combined with quantitative analysis.

RMB/ Huarong/ US-China/ Xi Jinping/ Xinjiang

PBOC Summon Ant Group On Restructuring Once More

PBOC Draft Online Payment Rules Provide Clarity on Regulatory Direction

Market Regulator Held Meeting With Major E-Commerce Platforms

Thematic (Sector/Industry)

China Retailing / Thematic (Sector/Industry)

<p><a href="https://www.smartkarma.com/entities/minmetals-development-co-a" target="_blank" data-smartkarma-citation="entities:7553:1" rel="noopener">Minmetals Development Co A (600058 CH)</a> the metals and raw materials trading and logistics arm of state-owned China Minmetals Corp., announced that it received a notice from the State Administration for Market Regulation (SAMR)  , which decided to launch investigation on Longteng Digital Tech, a JV in which Minmetals Development is the largest shareholder.</p>

Minmetals Development Co A (600058 CH) the metals and raw materials trading and logistics arm of state-owned China Minmetals Corp., announced that it received a notice from the State Administration for Market Regulation (SAMR)  , which decided to launch investigation on Longteng Digital Tech, a JV in which Minmetals Development is the largest shareholder.

SAMR Launches Investigation on Alibaba E-Commerce JV with Central SOEs