China Market Intelligence
Timely, relevant and actionable information and analysis on China
Stock Connect Roundup: A-shares Market Remains Steady
SH-HK northbound turnover went up 1% to RMB4.1bn with 50% buy trades. SZ-HK northbound turnover went up 27% to RMB4.9bn with 39% buy trades. A-shares market remains steady as SHCOMP reached strongest weekly gain in 4 months. SHCOMP went up 0.01 % to 3268.72, SICOM went down 0.37% to 10,614.08, and CSI 300 went up 0.09% at 3,724.67. Oil Industry was one of the best performing sectors, +1.54%. Aviation industry was the worst performing sector, -1.65%. The most active stocks in northbound SH-HK and SZ-HK were Ping An Insurance [601318:CH] at +4.05% and Goertek Inc [002241:CH] at -2.43%.
State Council Puts Restrictions on Outbound Investment
State Council vowed to take actions to restrict outbound investment in fields of real estate, hotels, cinema lines, entertainment and sports clubs. Overseas private equity funds or investment platforms that lack concrete investment plans will also undergo increased scrutiny. However, investment that will benefit the “Belt and Road” (BaR) initiative, especially in infrastructure construction projects, will receive preferential policies from the government.
OPPO to Partner with Noel Leeming
OPPO announced the company has started a retail partnership with Noel Leeming, an e-commerce based in New Zealand. More specifically, OPPO’s smartphone is now available in over 70 Noel Leeming retails stores across the country, according to People.cn citing FutureFive NZ on August 18.
Huayi Brothers Invest RMB5bn to Build Movie Base
Huayi Brothers [300027:CH] will invest RMB5bn to turn a district in Chenzhou city, Hunan province into a film production base and tourist destination, said reports on August 17. After finished, the project is estimated to attract 3m to 5m visitors per year.
and accredited investors.
Red Pulse solves information overload — Produced by professionals, for professionals
Client-only web portal
Private portal redpulse.com provides real-time feed and access to 4+ years of archived and tagged research.
Research content conveniently categorized into General Macro, Finance, Tech & Internet and Consumer. With an additional 4,000+ tags based on company, ticker, topic and sub-sectors.
Real-time feeds via financial terminals
Research entitlements on Bloomberg terminals, Thomson Reuters Eikon, S&P Capital IQ and FactSet.
Research process driven by China industry veterans and on-the-ground analysts
Automated and manual collection of China market news and company specific developments. From hundreds of Chinese language websites, financial statements, and proprietary databases.
China research analysts cull
irrelevant information, moderate biased viewpoints, and highlight key market, sector, and company-specific developments that can lead to actionable decisions.
Selected market information is methodically assessed for relevancy, and further research and analysis is conducted to explain ultimate impact on markets, sectors, companies,
and end investors.
Analysts and content editors fine-tune the analysis and produce polished output in the form of detailed yet concise chunks of insight, ready to be digested by customers for planning and investment decision making.
30 two-paragraph research notes on
China Macro, Finance, Tech & Internet and Consumer sectors
Consistently faster coverage of events
impacting markets versus
Vetting market news and events
while filtering out market rumors
Focused on covering events that
impact stocks, funds and
Thank you to the 60,000+ professionals
that have signed-up so far.
Red Pulse is invite-only to finance
professionals and accredited investors.