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OUR RESEARCH

[March 2021]  Big Oil: A bleak future in a greener world?

VIEW FROM THE DOME p.2 | Cornhill Management

[March 2021]  World Markets Updates

VIEW FROM THE DOME p.15 | Cornhill Management

[24 March 2021]  ZhongAn Online FY20 underwriting breakeven 

RESULTS COMMENTARY |  China Tonghai International Financial Limited

[16 March 2021]  Xiaomi (1810 HK) - Injunction against Xiaomi U.S. ban 

STOCK QUICK TAKE  |  China Tonghai International Financial Limited

[16 March 2021]  NETEASE (BUY; PT: US$149.82; +39%) Bet on the leader

STOCK INITIATION  |  China Tonghai International Financial Limited

[15 March 2021]  China Online Game - Deeper stay-at-home monetization

SECTOR INITIATION  |  China Tonghai International Financial Limited

[10 March 2021] China Bright Culture Group - Leading variety video producer in China

COVERAGE INITIATION  |  China Tonghai International Financial Limited

[February 2021]  CRUSHING ANT: Is Beijing clipping wings or preventing financial disaster?

VIEW FROM THE DOME p.2 | Cornhill Management

[February 2021]  Brexit crossroads – sovereignty but at what cost to markets and financial services?financial services?

VIEW FROM THE DOME p.8 | Cornhill Management

[February 2021]  World Markets Update

VIEW FROM THE DOME p.13 | Cornhill Management

[05 February 2021]  OneConnect Financial Technology: Positive 2021 Guidance

RESULTS COMMENTARY |  China Tonghai International Financial Limited

[05 February 2021]  Tai Hing Group Holdings Limited: 2020 New shop openings on track

EARNINGS REVISION |  China Tonghai International Financial Limited

[01 February 2021]  China TMT: Growth momentum of smartphone shipments to extend further into 2021

INDUSTRY NOTE |  China Tonghai International Financial Limited

[27 January 2021] China Tech: Investment opportunities in China’s autonomous driving, display technology and AIoT value chain

INDUSTRY NOTE |  China Tonghai International Financial Limited

[29January 2021] LexinFintech: New consumption as future driving force; Positive FY21 guidance

EVENT TAKEAWAYS  |  China Tonghai International Financial Limited

[January 2021] Global Economic Outlook for 2021

VIEW FROM THE DOME p.7 | Cornhill Management

[January 2021] World Markets Update

VIEW FROM THE DOME p.17 | Cornhill Management

[14 January 2021] Hoa Sen Group, DPM, CTG, HPG, VietCom Bank, PetroVietnam Technical Services, MBB

COMPANY REPORTS | Ho Chi Minh Securities Company

[13 January 2021] CEO of GVC Gaesco Gestion, Jaume Puig, discusses how the new stock exchange exercise will be this 2021

MARKET OUTLOOK | GVC Gaesco Gestion

[12 January 2021] Economic Outlook and Strategy for 2021-2022

ECONOMIC UPDATE | Ho Chi Minh Securities Company

[05 January 2021] Twelve Valencian financiers offer their perspectives on the Spanish stock market for 2021

MARKET OUTLOOK | GVC Gaesco Gestion

[31 December 2020] Sectoral Research for Investment Purposes

Investment Research | Petra Capital

[30 November 2020] Covid-19: Macro and Micro (Destructive Creativity - Part 2)

ECONOMIC INSIGHT | ALASTAIR WINTER @ Global Alliance Partners (GAP)

[22 November 2020] Covid-19 vs. Youth (Destructive Creativity - Part 1)

ECONOMIC INSIGHT | ALASTAIR WINTER @ Global Alliance Partners (GAP)

[12 November 2020] Keep Calm... and Keep Looking at Stocks

GLOBAL EQUITY HIGHLIGHTS | CHRIS BAILEY @ Financial Orbit

[21 October 2020] Living with Covid-19 in Q3

GLOBAL EQUITY HIGHLIGHTS | CHRIS BAILEY @ Financial Orbit

[14 October 2020] Living with Contagion

ECONOMIC INSIGHT | ALASTAIR WINTER @ Global Alliance Partners (GAP)

[01 October 2020] Getting Vaccinated

GLOBAL EQUITY HIGHLIGHTS | CHRIS BAILEY @ Financial Orbit

[15 September 2020] Embracing Change and Growth Opportunities

GLOBAL EQUITY HIGHLIGHTS | CHRIS BAILEY @ Financial Orbit

[07 September 2020] A tale for 2020 - No more dreaming!

ECONOMIC INSIGHT | ALASTAIR WINTER @ Global Alliance Partners (GAP)

[26 August 2020] Below the radar

GLOBAL EQUITY HIGHLIGHTS | CHRIS BAILEY @ Financial Orbit

[16 August 2020] Through a glass darkly

ECONOMIC INSIGHT | ALASTAIR WINTER @ Global Alliance Partners (GAP)

[27 July 2020] Freeport McMoRan; Sage Group; UBS

GLOBAL EQUITY HIGHLIGHTS | CHRIS BAILEY @ Financial Orbit

[08 July 2020] Reckitt Benckiser; Philip Morris International; Jardine Matheson

GLOBAL EQUITY HIGHLIGHTS | CHRIS BAILEY @ Financial Orbit

[30 June 2020] The 2020 'Gold Rush'

ECONOMIC INSIGHT | ALASTAIR WINTER @ Global Alliance Partners (GAP)

[24 June 2020] Berkshire Hathaway; Roche; Johnson Matthey

GLOBAL EQUITY HIGHLIGHTS | CHRIS BAILEY @ Financial Orbit

[09 June 2020] Barrick Gold; Samsonite; Biffa

GLOBAL EQUITY HIGHLIGHTS | CHRIS BAILEY @ Financial Orbit

[09 June 2020] To Wish was to Hope and to Hope was to Expect

ECONOMIC INSIGHT | ALASTAIR WINTER @ Global Alliance Partners (GAP)

[5 June 2020] Symphony Environmental Technologies Plc: Technology for these Times

COMPANY UPDATE | ALASTAIR WINTER @ Global Alliance Partners (GAP)

[28 May 2020] FY20 will be Tough but Recovery from FY21

MARKET OUTLOOK | CHRIS HUNT @ Ho Chi Minh Securities

[28 May 2020] Amadeus IT; Burberry; Deutsche Post

GLOBAL EQUITY HIGHLIGHTS | CHRIS BAILEY @ Financial Orbit

[18 May 2020] Covid-19: The End of the Beginning

ECONOMIC INSIGHT | ALASTAIR WINTER @ Global Alliance Partners (GAP)

[14 May 2020] Novo Nordisk; Otis; Michelin

GLOBAL EQUITY HIGHLIGHTS | CHRIS BAILEY @ Financial Orbit

[17 April 2020] Welcome to the Q1 Global Corporate Earnings Season!

GLOBAL EQUITY HIGHLIGHTS | CHRIS BAILEY @ Financial Orbit

[17 April 2020] Covid-19, EMs, USD and the Fed

ECONOMIC INSIGHT | ALASTAIR WINTER @ Global Alliance Partners (GAP)

[03 April 2020] Humankind strikes back

ECONOMIC INSIGHT | ALASTAIR WINTER @ Global Alliance Partners (GAP)

[23 March 2020] Cash and Confidence

ECONOMIC INSIGHT | ALASTAIR WINTER @ Global Alliance Partners (GAP)

[05 January 2020] New year; Old shadows

ECONOMIC INSIGHT | ALASTAIR WINTER @ Global Alliance Partners (GAP)

[28 November 2019] Bulls are in their heaven but all's not well with the world

ECONOMIC INSIGHT | ALASTAIR WINTER @ Global Alliance Partners (GAP)

[14 November 2019] A Winter Wonderland

ECONOMIC INSIGHT | ALASTAIR WINTER @ Global Alliance Partners (GAP)

[25 October 2019] Clarity of Uncertainty

ECONOMIC INSIGHT | ALASTAIR WINTER @ Global Alliance Partners (GAP)

[03 October 2019] Plenty of mist-not much mellow fruitfulness

ECONOMIC INSIGHT | ALASTAIR WINTER @ Global Alliance Partners (GAP)

[11 September 2019] Politics First

ECONOMIC INSIGHT | ALASTAIR WINTER @ Global Alliance Partners (GAP)

[28 August 2019] Harder Times

ECONOMIC INSIGHT | ALASTAIR WINTER @ Global Alliance Partners (GAP)

[12 July 2019] BMW; Imperial Tobacco; Apple

GLOBAL EQUITY HIGHLIGHTS | CHRIS BAILEY @ Financial Orbit

[04 July 2019] Golden June

ECONOMIC INSIGHT | ALASTAIR WINTER @ Global Alliance Partners (GAP)

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