HOUSE_OVERSIGHT_026037.jpg

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Extraction Summary

4
People
16
Organizations
6
Locations
0
Events
2
Relationships
3
Quotes

Document Information

Type: Email / financial research report
File Size: 1.59 MB
Summary

This document is an email dated December 12, 2016, containing a financial research report (ED 164) from Paul Schulte of Schulte Research. The report provides investment analysis on Chinese fintech companies (specifically Ping An and CICC), banking stocks (Citi, JPM, HSBC), and comments on the incoming Trump administration's cabinet connections to the Koch Brothers and oil/gas networks. The document bears a 'HOUSE_OVERSIGHT' Bates stamp, suggesting it was part of a congressional investigation.

People (4)

Name Role Context
Paul Schulte Founder, Schulte Research
Sender of the email/report; listed under Contact Us.
Gavin Liu Senior Analyst
Listed under Contact Us in the report sidebar.
Donald Trump President-elect (implied)
Mentioned in headline regarding cabinet ownership and choices.
Koch Bros Business Magnates
Mentioned in relation to Trump's network choices.

Organizations (16)

Name Type Context
Schulte Research
Authoring organization of the report.
IND-X Advisors Limited
Associated firm listed with address in Hong Kong.
Ping An
Chinese company analyzed in the report; recommended buy.
CICC
Chinese company analyzed in the report.
Alibaba
Chinese tech giant mentioned as context for market analysis.
Tencent
Chinese tech giant mentioned as context for market analysis.
AIA
Insurance company; recommended sell.
Lufax
Fintech company mentioned.
Zhong An
Company mentioned in Chinese banking analysis.
WeBank
Company mentioned in Chinese banking analysis.
HSBC
Bank listed as potential buy.
KB
Bank listed as potential buy.
Unicredit
Bank listed as potential buy.
Citi
Bank listed as potential buy.
JPM
JPMorgan; Bank listed as potential buy.
CDH
Investment firm, described as a CICC breakaway.

Locations (6)

Location Context
Kinwick Centre, 8th Floor, 32 Hollywood Road, Central
Address for IND-X Advisors Limited.
Location of IND-X Advisors Limited.
Primary market focus of the report.
Mentioned in investment advice ('BUY RUSSIA').
Implied by 'SAUDI BANKS'.
US
Mentioned regarding economic boom.

Relationships (2)

Paul Schulte Professional Gavin Liu
Both listed under 'Contact Us' for Schulte Research/IND-X Advisors.
Donald Trump Political/Financial Network Koch Bros
Report claims 'TRUMP CHOICES ARE ALL ABOUT KOCH BROS & OIL/GAS NETWORK'.

Key Quotes (3)

"TRUMP CHOICES ARE ALL ABOUT KOCH BROS & OIL/GAS NETWORK: BUY RUSSIA... ALSO SAUDI BANKS."
Source
HOUSE_OVERSIGHT_026037.jpg
Quote #1
"Ping An & CICC are the 2 H shares that operate in the middle of Alibaba, Tencent, Lufax."
Source
HOUSE_OVERSIGHT_026037.jpg
Quote #2
"BUY PING AN -- SELL AIA.."
Source
HOUSE_OVERSIGHT_026037.jpg
Quote #3

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