$HUI XIAN REIT (87001.HK)$ Currently, stock is under the radar as not many Chinese retail investors know about the property portfolio. but lets take a look at who the big shares holders are 1)$CK ASSET (01113.HK)$ the sponsor of the trust still retains more than 1/3 stake in Huixian REIT 2)$China Life Insurance (601628.SH)$and The CHINA MINISTRY OF FINANCE Collectively, the Chinese government and China life insurance OWNS 15% of Hui Xian Reit
Background Chinese indices have been ripping higher the past 2 days. To put things in perspective, this is only the 2nd time in 2024 (and since Jan 2023) where we see the onshore indices post a bigger rally than the HSI. 1st Time (February 2024):CSI 300 was up by+10% while the HSI was up by only +7.7% 2nd Time (September 2024):CSI 300 up by+6.3% while the HSI was up by only +4.9% So... what led to this sudden outperformance? On 24th Septem...
$General Motors (GM.US)$$SAIC Motor Corporation (600104.SH)$ GM's joint venture, SAIC-GM-Wuling (SGMW), is making a bid for attention with its first-ever new energy concept car, unveiled during the company's future strategy presentation for the ASEAN markets. And what better way to stand out than with a futuristic, low-slung coupe featuring gigantic gullwing doors? Called the "Light of ASEAN," this concept serves as a preview of the des...
BelleWeather
:
Asia gets the best cars! (I hope Tesla succeeds in other aspects of their business, so I understand the need to, um, stifle competition.)
Currently, stock is under the radar as not many Chinese retail investors know about the property portfolio.
but lets take a look at who the big shares holders are
1) $CK ASSET (01113.HK)$
the sponsor of the trust still retains more than 1/3 stake in Huixian REIT
2) $China Life Insurance (601628.SH)$ and The CHINA MINISTRY OF FINANCE
Collectively, the Chinese government and China life insurance OWNS 15% of Hui Xian Reit
$BABA-W (09988.HK)$
$MEITUAN-W (03690.HK)$
$TENCENT (00700.HK)$
$Ping An Insurance (601318.SH)$
$BIDU-SW (09888.HK)$
$HTSC (06886.HK)$
$HKEX (00388.HK)$
$SUN HUNG KAI CO (00086.HK)$
$GALAXY ENT (00027.HK)$
We can’t be sure if October will be another green month, but we can be quite sure that volatility and wild swings will be here to stay as we get closer to US Presidential election.
$NIO Inc (NIO.US)$ $Alibaba (BABA.US)$ $Ping An Insurance (601318.SH)$ $TENCENT (00700.HK)$ $Advanced Micro Devices (AMD.US)$ $Taiwan Semiconductor (TSM.US)$ $Sea (SE.US)$ $Salesforce (CRM.US)$ $iShares 20+ Year Treasury Bond ETF (TLT.US)$ $USD (USDindex.FX)$ $CBOE Volatility S&P 500 Index (.VIX.US)$ $Disney (DIS.US)$
Could we perhaps expect to see similar partnerships with EV charging infrastructure operators and traditional gas stations in the West?
$China Petroleum & Chemical Corporation (600028.SH)$ $SINOPEC CORP (00386.HK)$ $BYD Company Limited (002594.SZ)$ $BYD COMPANY (01211.HK)$ $XPENG-W (09868.HK)$ $XPeng (XPEV.US)$ $Tesla (TSLA.US)$
Chinese indices have been ripping higher the past 2 days. To put things in perspective, this is only the 2nd time in 2024 (and since Jan 2023) where we see the onshore indices post a bigger rally than the HSI.
1st Time (February 2024):CSI 300 was up by+10% while the HSI was up by only +7.7%
2nd Time (September 2024):CSI 300 up by+6.3% while the HSI was up by only +4.9%
So... what led to this sudden outperformance?
On 24th Septem...
Nio enters charging partnership with China's oil giant Sinopec
GM's joint venture, SAIC-GM-Wuling (SGMW), is making a bid for attention with its first-ever new energy concept car, unveiled during the company's future strategy presentation for the ASEAN markets. And what better way to stand out than with a futuristic, low-slung coupe featuring gigantic gullwing doors?
Called the "Light of ASEAN," this concept serves as a preview of the des...
No comment yet