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24 Nov 2024 20:31

A/H Premium Tracker (To 22 Nov 2024): AH Premia Rise Sharply; Hs Shellacked Vs As In Most Sectors

AH premia fell on the week after a HUGE jump the previous week. Wide H discounts narrowed more than small H discounts. A "normal" week for beta vs...

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24 Nov 2024 20:30

HK Connect SOUTHBOUND Flows (To 22 Nov 2024); Volumes Much Lower But Broad-Based Buying Continues

SOUTHBOUND flows dropped sharply on a gross basis to their lowest level in a few months but net buying continued. Tech continues to be flavour of...

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24 Nov 2024 18:54

[Kuaishou (1024 HK, BUY, TP HK$72) TP Change]: C3Q24 Review: Value Stocks Face Picky Investors

​Kuaishou's revenue and profit meet expectations, but lower operating margin guidance weighs on stock. Undervalued with strong growth potential,...

24 Nov 2024 16:13

Henlius (2696 HK): NDRC Approval Should Calm Nerves

The wide gross spread is due to several factors. NDRC approval should calm nerves about precondition satisfaction. Even with lingering deal-break...

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24 Nov 2024 11:38

Travelsky (696): Sleepy Giant

Travelsky's dependability as the engine behind airports is known, but it also has less upside participation while the OTAs and airlines have more...

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