HOUSE_OVERSIGHT_026037.jpg
1.59 MB
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.
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| Gavin Liu | Senior Analyst |
Listed under Contact Us in the report sidebar.
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| Donald Trump | President-elect (implied) |
Mentioned in headline regarding cabinet ownership and choices.
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| Koch Bros | Business Magnates |
Mentioned in relation to Trump's network choices.
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Organizations (16)
| Name | Type | Context |
|---|---|---|
| Schulte Research |
Authoring organization of the report.
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| IND-X Advisors Limited |
Associated firm listed with address in Hong Kong.
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| Ping An |
Chinese company analyzed in the report; recommended buy.
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| CICC |
Chinese company analyzed in the report.
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| Alibaba |
Chinese tech giant mentioned as context for market analysis.
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| Tencent |
Chinese tech giant mentioned as context for market analysis.
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| AIA |
Insurance company; recommended sell.
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| Lufax |
Fintech company mentioned.
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| Zhong An |
Company mentioned in Chinese banking analysis.
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| WeBank |
Company mentioned in Chinese banking analysis.
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| HSBC |
Bank listed as potential buy.
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| KB |
Bank listed as potential buy.
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| Unicredit |
Bank listed as potential buy.
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| Citi |
Bank listed as potential buy.
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| JPM |
JPMorgan; Bank listed as potential buy.
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| CDH |
Investment firm, described as a CICC breakaway.
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Locations (6)
| Location | Context |
|---|---|
|
Kinwick Centre, 8th Floor, 32 Hollywood Road, Central
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Address for IND-X Advisors Limited.
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Location of IND-X Advisors Limited.
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Primary market focus of the report.
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Mentioned in investment advice ('BUY RUSSIA').
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Implied by 'SAUDI BANKS'.
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Mentioned regarding economic boom.
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Relationships (2)
Both listed under 'Contact Us' for Schulte Research/IND-X Advisors.
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
Full Extracted Text
Complete text extracted from the document (2,256 characters)
From: Paul Schulte <[REDACTED]>
Date: 12 December 2016 at 4:10:08 PM GMT+8
To: Paul Schulte <[REDACTED]>
Subject: Schulte Research: Deep dives into PRC fin tech ownership and Trump cabinet ownership. (DO NOT FORWARD)
Date: 12 December 2016 at 4:10:08 PM GMT+8
To: Paul Schulte <[REDACTED]>
Subject: Schulte Research: Deep dives into PRC fin tech ownership and Trump cabinet ownership. (DO NOT FORWARD)
SCHULTE RESEARCH REPORT: ED 164
[Thumbnail of document]
DEEP DIVES INTO PRC FIN TECH OWNERSHIP AND TRUMP CABINET OWNERSHIP. (DO NOT FORWARD)
12 December 2016
ED 164
12 December 2016
ED 164
CONTACT US
Paul Schulte
Founder, Schulte Research
[REDACTED]
Founder, Schulte Research
[REDACTED]
Gavin Liu
Senior Analyst
[REDACTED]
Senior Analyst
[REDACTED]
IND-X Advisors Limited
Kinwick Centre, 8th Floor
32 Hollywood Road
Central
Hong Kong
Kinwick Centre, 8th Floor
32 Hollywood Road
Central
Hong Kong
• H SHARES: PING AN, CICC AT CENTER OF ALIBABA, TENCENT PHENOMENON. BUY. SELL AIA.
• TRUMP CHOICES ARE ALL ABOUT KOCH BROS & OIL/GAS NETWORK: BUY RUSSIA... ALSO SAUDI BANKS.
• INVESTOR FEEDBACK: INFLATION COMING. BUY BOMBED OUT BANKS HSBC, KB, UNICREDIT? GROWING AGREEMENT ON BOOM IN US. BUY CITI, JPM.
[Thumbnail] Schulte Research Report, ED 164: Slides
1. Ping An & CICC are the 2 H shares that operate in the middle of Alibaba, Tencent, Lufax.
A. The chart below represents a deep dive we did on the new world of Chinese banking. Companies like Zhong An, WeBank and Lufax will grow dramatically and will take advantage of (as well as support) the massive worlds of Alibaba and Tencent. Together, Alibaba and Tencent have market cap of $500 bn. Popping up in many of these areas of overlap are Ping An and CICC. They are strategically placed to make great strides in China. This is slowly being recognized in the case of Ping AN (See Page 8 of attached PPT). Ping An's market cap is $97 bn. It is connected to Zhong An.. It owns 44% of Lufax. And some if its management were the very ones that started WeBank. It is perfectly positioned for the coming boom in new banking. It has the best combined ROA and ROE globally and its P/E of 10x is trading on a 50% discount to the global averages. Why is Ping An trading at a discount to AIA? BUY PING AN -- SELL AIA..
B. The other company which has the best return on capital of any broker dealer -- and is also positioned nicely for the coming boom in the new era of banking in China -- is CICC. CICC and CDH (a CICC breakaway) both invested in Zhong An and Lufax. CICC has vision and a proven track record.
HOUSE_OVERSIGHT_026037
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