China Market Intelligence
Timely, relevant and actionable information and analysis on China
Stock Connect Roundup: A-shares Gain and Southbound Closes
SH-HK northbound turnover was down 34% to RMB6.7bn, with 53% buy trades. SZ-HK northbound turnover decreased 33% to RMB4.7bn, with 58% buy trades. SHCOMP was up 0.45% to 3,199.15, SICOM increased 0.67% to 10,431.91, and CSI 300 Index increased 0.80% to 3,966.96. The most active stocks in SH-HK and SZ-HK were Kweichow Moutai [600519:CH] +0.99%, and Wuliangye Yibin [000858:CH] +2.00%.
Mexico-based Banking Group Interacciones Seeks Chinese Partners for Project Finance
Mexico-based banking group Interacciones [GFINTERO:MM] is seeking to collaborate with Chinese firms on financing deals for energy, infrastructure, and transport projects in Mexico, according to ecns.cn citing Carlos Rojo, General Director of Interacciones. The report said the bank has secured several financing deals for some infrastructure projects from an undisclosed Chinese bank. It also provided financing services to two water treatments plants via a collaboration "with one of the world's largest Chinese companies", which the bank refused to reveal.
Tesla's Shanghai EV Factory Project Remains Uncertainty
According to Bloomberg citing people with direct knowledge, after several months of negotiation, Tesla [TSLA:US] has not yet finalized the deal with Shanghai’s government to set up an EV factory in Shanghai due to a disagreement of the ownership structure between the two parties. The report said under the current rule, the plant must be established through a joint venture (JV) with a local partner, while Tesla wants full ownership of the factory. The two parties have not yet replied to the media request for the comments.
JD Logistic Receives USD2.5bn Investment from Tencent, Hillhouse, and Sequoia Capital
According to Bloomberg on 14 February, JD.com [JD:US] announced that its subsidiary JD Logistics has raised about USD2.5bn via a stake sale. Investors include Hillhouse capital, Sequoia China, China Merchants Group, Tencent [0700:HK], China Life Insurance [LFC:US], ICBC International, and many other organizations. After the stake sale, JD.com will still hold 81.4% shares in JD Logistics. The deal is expected to be completed at the end of the 1Q18.
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.