Expert Corner - Bamboo Works - China stock insights for global investors

Is the SFC punching hard enough to clamp down on market misconduct?

Thu, 02 May 2024 01:09:59 +0000

Hong Kong’s securities regulator has reportedly stepped up its use of criminal proceedings to deter market misconduct in years 　 By A. Au Hong Kong’s Securities and Futures Commission (SFC) recently opened proceedings against several individuals for alleged insider trading of a listed property company’s shares. The company’s secretary and chairman’s personal chauffeur are both.....

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‘Perfect Storm’ of factors fuels rise in smartphone recycling

Thu, 18 Apr 2024 01:00:00 +0000

Government initiatives and industry focus on environmental responsibility and standardization are boosting used smartphone sales, even as new product sales flatten By Kerry Xuefeng Chen A confluence of factors is driving smartphone recycling to new highs, as government and private bodies work together toward greater sustainability by boosting the “circular economy.” While much of.....

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China’s moderately expansive fiscal stance boosts economic recovery

Wed, 10 Apr 2024 03:46:34 +0000

CCB International expects Beijing’s moderately expansionary fiscal stance and continued monetary policy accommodation to support China’s economic recovery in the short-term 　 By CCB International This year’s Government Work Report from the Chinese State Council emphasized stabilizing growth. At the “Two Sessions” in early March, the government set its growth target for 2024 at around.....

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How investors should read a listed company’s annual report

Wed, 27 Mar 2024 06:03:43 +0000

Annual reports can help to better understand a company’s financial position, with special attention necessary to any unusual findings in the auditor’s report 　 By Ricky Lai It’s peak reporting period for Hong Kong-listed companies, which means the release of hundreds of reports on how they fared in 2023. After releasing those results, companies listed.....

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CRRC to benefit from growing demand for railway rolling stock

Thu, 14 Mar 2024 06:01:34 +0000

With policy support, railway rolling stock is expected to be replaced and upgraded at an accelerating pace, boosting revenue for railway equipment makers By KGI Asia Chinese Premier Li Qiang delivered his first government work report at the 14th National People’s Congress in Beijing, announcing growth targets of about 5% for GDP and 3%.....

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Fighting money laundering is vital for good corporate governance

Wed, 28 Feb 2024 04:25:23 +0000

Reporting suspicious transactions won’t be considered a breach of confidentiality, nor will one be sued or found liable for breach of privacy 　 By Ricky Lai Hong Kong is an international financial center whose open economic system allows not only for the free flow of funds, but also for money laundering. Several big global financial.....

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The dilemma of the China-shedding strategy

Tue, 30 Jan 2024 01:00:32 +0000

Global investment giants face a risky balancing act as they create separate Asian operations to clearly delineate their China exposure from the rest of Asia By Ivy Yang Following the relocation of several global Chinese companies’ headquarters out of China, leading private equity and venture capital firms like Hillhouse Capital and GGV have been.....

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Chinese game operators shift focus to overseas expansion, AI

Wed, 17 Jan 2024 05:34:14 +0000

Companies are enhancing their development capabilities and accelerating their moves into foreign markets to offset slowing growth at home By Research-Select In a bid to standardize regulation of the game sector and promote its high-quality and sustainable development, China’s National Press and Publication Administration released a “Draft Regulation to Re-establish a Regulatory Framework for.....

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Balancing the need for China-related risk disclosure in IPO documents

Wed, 06 Dec 2023 06:19:42 +0000

Risk factor disclosure often takes up a major part of an IPO prospectus. It would contravene basic corporate governance to remove China-related risk factors from IPO documents By Ricky Lai The Hong Kong Exchanges and Clearing Ltd. (HKEx) amended its listing rules on Aug. 1, removing a requirement for applicants to disclose China-related risks.....

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How do companies ensure their independent directors are really independent?

Fri, 17 Nov 2023 01:30:00 +0000

The independence of Hong Kong listed companies’ independent directors is sometimes questioned, since restrictions don’t forbid certain personal relationships 　 By A. Au Every listed company has a board whose directors steer the company’s general direction, decide its important matters and direct the work of employees at all levels. The Hong Kong Stock Exchange stipulates.....

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U.S. Chips Act aims to curb China, but bringing manufacturing home is tough

Wed, 25 Oct 2023 04:12:50 +0000

The U.S. wants to restrict the export of advanced chips to China and promote local chip manufacturing, but all these efforts might come to nothing in the end By Research-Select The U.S. has been gradually tightening its restrictions on the export of advanced chips to China in an effort to further stifle China’s progress in.....

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What do stocks that doubled this year have in common?

Tue, 03 Oct 2023 01:30:00 +0000

A-shares that have doubled this year are mainly small- and medium-sized companies that institutional investors typically avoid 　 By Research-Select Investors buy stocks to make money, and buying stocks that ultimately double is undoubtedly any investor’s dream. So, how many stocks have doubled so far this year on China’s A-share markets? Some 80 tickers have.....

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