AMC Wanhai Securities Ltd.

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​AMC Wanhai Securities is an independent boutique brokerage covering Hong Kong & Asian listed equities for global institutional cilents. The company focuses on equity sales & trading, equity research, asset management and corporate finance.

AMC Wanhai Securities will give you a snapshot of stocks from across a range of sectors, with ratings and recommendations that will help you make tactical investment decisions. Additionally, we issue sector / thematic report providing deeper insights into wider trends and business drivers.

Opportunities ahead of Singles Day (11.11)

AMC Wanhai Securities  is pleased to present our new report in our research series, AM Insights. This 15 page thematic note covers  "​Opportunities ahead of Singles Day (11.11) ". Please find attached.   "We performed an extensive screening on the companies listed in Hong Kong exchange to understand which companies can offer short-term trading opportunities ahead of Singles Day. We primarily played upon the daily trading volumes and closing prices of Midcap FMCG stocks, whose market capitalis...

10/31/17 October 31, 2017 15 EN

Global Digitalisation – Marching towards cashless society

Cashless economy, a newly coined term, refers to the economy in which all transactions are done using plastic money, digital devices and over the Internet. Paper money is accepted as legal tender since over 300 years now. Cash has been the main mode of payment for low-value transactions involving food and personal care supplies, gifts and general merchandise since long, particularly in developing countries. Other factors contributing to the persistence of cash in developing markets are anonymity...

10/31/17 October 31, 2017 22 EN

Ben Graham's intelligent investing in Asia

AMC Wanhai Securities is pleased to present our new report in our research series, AM Insights. This 17 page thematic note covers "Ben Graham's investment Principles in the Hong Kong Equity Market". In this note we did an extensive study of the companies listed in Hong Kong to see which companies fulfil the Ben Graham's criteria and were liquid enough for investment...

07/26/17 July 26, 2017 17 EN
CNO China Railway G...

Chinese rail stocks: Summer transport period in China has already begu...

​With the onset of July, peak summer transport period in China has already begun; along with the season has come expectations of another record-high number of passenger trips by train.The 62 day period between July 1 and August 31, traditionally sees peak traffic as they correspond to summer vacation in educational institutes enabling students to travel or return home. According to China Railway Corporation, 598.0m passenger trips are expected to be made by train during this period, 49.7m incr...

CNO CHINA RAILWAY GROUP LIMITED CLASS H
07/05/17 July 5, 2017 10 EN

Ahoy! Here comes the Chinese Global Investor

​This report reaffirms our bullish view on the global impact of China’s growth story. It carries forward the theme of China’s growing clout which we highlighted in our previous report (Ahoy! Here comes the Chinese global tourist) and is the next instalment in the series. It impresses upon the reader the growing importance of Chinese outbound investment to the recipient countries and further underscores the changing economic profile of the targeted investments as China seeks to regain its r...

06/29/17 June 29, 2017 30 EN

Opportunities ahead of Singles Day (11.11)

AMC Wanhai Securities  is pleased to present our new report in our research series, AM Insights. This 15 page thematic note covers  "​Opportunities ahead of Singles Day (11.11) ". Please find attached.   "We performed an extensive screening on the companies listed in Hong Kong exchange to understand which companies can offer short-term trading opportunities ahead of Singles Day. We primarily played upon the daily trading volumes and closing prices of Midcap FMCG stocks, whose market capitalis...

10/31/17 October 31, 2017 15 EN

Global Digitalisation – Marching towards cashless society

Cashless economy, a newly coined term, refers to the economy in which all transactions are done using plastic money, digital devices and over the Internet. Paper money is accepted as legal tender since over 300 years now. Cash has been the main mode of payment for low-value transactions involving food and personal care supplies, gifts and general merchandise since long, particularly in developing countries. Other factors contributing to the persistence of cash in developing markets are anonymity...

10/31/17 October 31, 2017 22 EN

GLOBAL SHIPPING – SECTOR NOTE

​The shipping industry is highly correlated to the global economic situation. Being an industry significantly dependent on global trade flows, it has witnessed cyclical highs and lows following the volatility of the world economy. This report provides an outlook on the investment opportunity embedded in the shipping industry as it rides the wave of recovery.​Cargo segments: The three primary cargo segments are container ships, dry bulk carriers and tankers. Freight rates for tankers (carryin...

09/30/16 September 30, 2016 25 EN

MACAU HAS ENTERED ITS GROWTH STAGE, 2013-2030

​Macau, the only city in China where gambling is legal, is widely known as the Orient’s Las Vegas. Sociedade de Turismo e Diversoes de Macau controlled the city’s gaming industry for 39 years. This changed in 2001, when casino licenses were offered to other casino operators. Subsequently, major international casino operators like Wynn Resorts Ltd. and MGM Mirage Inc. entered the casino industry in Macau.Macau’s gaming sector has seen tough times recently. It has been hit by double whammy...

09/12/16 September 12, 2016 29 EN

A Lesson in Recovery: Asian market volatility since 1988- Insight into...

​The current downturn in Asian equity markets has seen a lot of investors witness substantial erosion of their portfolios. There is also a lot of noise from naysayers and prophets of doom, who are advising investors to stay away from the stock market, take defensive positions, cut losses by selling current holdings and invest in alternate assets. The cacophony of noises and views can unnerve the calmest of investors and prevent them from taking rational decisions.In our view, which is borne ou...

08/29/16 August 29, 2016 11 EN

Ben Graham's intelligent investing in Asia

AMC Wanhai Securities is pleased to present our new report in our research series, AM Insights. This 17 page thematic note covers "Ben Graham's investment Principles in the Hong Kong Equity Market". In this note we did an extensive study of the companies listed in Hong Kong to see which companies fulfil the Ben Graham's criteria and were liquid enough for investment...

07/26/17 July 26, 2017 17 EN

Ahoy! Here comes the Chinese Global Investor

​This report reaffirms our bullish view on the global impact of China’s growth story. It carries forward the theme of China’s growing clout which we highlighted in our previous report (Ahoy! Here comes the Chinese global tourist) and is the next instalment in the series. It impresses upon the reader the growing importance of Chinese outbound investment to the recipient countries and further underscores the changing economic profile of the targeted investments as China seeks to regain its r...

06/29/17 June 29, 2017 30 EN

China’s 13th Five-Year Plan – Carving out a transformative and amb...

​In March 2016, China adopted its 13th Five-Year Plan (FYP) which outlines the country’s goals, principles and targets for its development through to 2020, as it seeks to become ‘a moderately prosperous society’.The plan has stated that the five guiding themes of future government’s policies will be:​ Innovation Coordination Green Openness Inclusive/SharingIn the report we have focused on sectors which, in our view, will be the principle beneficiaries of the new government prioriti...

05/23/17 May 23, 2017 37 EN

CHANGING THE WAY OF DOING BUSINESS: BLOCKCHAIN

​The history of the human race is littered with transformational and disruptive technologies that appeared at the right time and solved the complex problems in simple yet elegant ways. The most recent of such technologies is the internet which has radically altered the finance sector and brought about unprecedented efficiency gains and new business opportunities. Yet, despite advancements, middle and back-office financial functions remain mostly antiquated, and stuck in the same slow and ineff...

04/18/17 April 18, 2017 32 EN

Ahoy! Here comes the Chinese global tourist

​As China continues to grow, it will transition from the middle income country bracket to high income bracket. The explosive growth of China’s economy will lead to sweeping economic changes and social transformation in the country.An increasing amount of Chinese will travel overseas, as they endeavour to discover new places, explore different cultures and seek new adventures. The burgeoning Chinese travelling class is driven by two major forces – the significant expansion of the middle cla...

03/03/17 March 3, 2017 47 EN

A Lesson in Recovery Asian market volatility since 1988

​On 25th August 2016, AMC Wanhai released our report “A Lesson in Recovery Asian market volatility since 1988” in which we advised our clients to invest in Asian equities in general and Hang Seng Index (HSI) listed companies in particular. In the report we stated of belief that the downturn the market was undergoing during the aforesaid period presented a good buying opportunity.This was a call based on our calculated view and deep market understanding of Asian and Hong Kong markets. Our a...

06/13/17 June 13, 2017 1 EN

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