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04 Nov 2024 12:06

HONG KONG ALPHA PORTFOLIO - Introduction

We have launched a Hong Kong portfolio with the aim to outperform HK indexes and generate alpha.  Stocks are chosen from those highlighted in our...

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04 Nov 2024 09:00

HK-Listed Apparel & Footwear Screener:  Attractive Yield & Rapid Expansion Outside China - Nov 2024

We compile a list of ten high-yielding/net cash or low-net debt stocks in HK's apparel/footwear value chain. Despite the recent rally in HK,...

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bullishHongkong Land
03 Nov 2024 02:15

Hongkong Land HKL SP: A Strategic Update and on a Transformational Path

Hongkong Land, the Central office landlord, announced a strategic update and we believe it is on a transformational path.  The strategic update is...

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02 Nov 2024 15:00

(Mostly) Asia-Pac M&A: Beijing Capital Grand, Elematec, Nec Networks, Hotel Property Invest, Canvest

This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...

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bullishMacroeconomics
01 Nov 2024 13:47

Positioning Watch – How Is Positioning Looking Ahead of the Election?

Hello everyone, and welcome back to our weekly positioning update. The center of attention currently is the ongoing rise in both US and UK yields,...

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