8 September, 2016
BENEFITS STREET
Subsidies to Chinese companies are ballooning
Mark Webb
mark-webb
china
zoomlion
china-shipbuilding
qinghai-salt
byd-company-limited
zte-corp
hong-kong
profit-manipulation
guanghui-energy
inner-mongolia-baotou-steel
siasun-robot
yonyou-network-tech
baoshan-iron
aluminium-corp
china-eastern-airlines
spring-airlines
beijing-capital-int-airport
geely-auto
china-cssc
sany-heavy-industry-co
cosco-shipping-energy-trans
sinopec-oilfield
neusoft-corp
leshi-enter
china-merchants-energy
transfar
tcl-corp
avichina-indus
cosco-shipping-holding
iflytek
china-southern-airlines
jihua-group
sanan-opto
dongfang-elect
dalian-port
zhejiang-juhua
sihuan-pharmaceutical-holdings-group-ltd
travelsky-tech
cssc-offshore
hindsun-tech
guangxi-guigan
unigroup-guoxi
zhejiang-dahua
shanghai-construction
china-national-nuclear
zhejiang-huace
china-northern-rare-earth
yanzhou-coal-mining
Insights
1 December, 2023
NEWSLETTER: EVERGRANDE (3333 HK)
Never profitable
Fredrik Oeqvist
Evergrande’s much delayed and recently published 2021 annual report makes clear that it significantly overstated revenue and earnings – most likely for many years. Contrary to what some people think, Evergrande was not so much a victim of tightened liquidity or a COVID-induced property market downturn; its problems were far more fundamental – there were never any profits....
Read More
18 August, 2020
NEWSLETTER: COMING HOME?
Watch out for the privatisation “squeeze out”
Gillem Tulloch
The proposed Holding Foreign Companies Accountable Act could force hundreds of Chinese companies listed on US exchanges to delist over the next few years. For many large companies, seeking a secondary listing in Hong Kong or the mainland is a sensible insurance policy. However, investors should be wary of companies which decide to privatise and then relist. Our analysis of...
Read More