Hong Kong Short Reporting - Insights from 5 July Data
We analyse the latest SFC data released today on short position reporting in Hong Kong for the week ended 5 July.Total short notional in Hong Kong...
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Topsports International Pre-IPO - History Has a Lot to Tell About Growth and Margins
Topsports International (TOP HK) (TIH) plans to raise around US$1bn in its Hong Kong listing, as per media reports. TIH is the largest sportswear...
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361 Degrees: Running on Fumes
RecommendationWe initiate on 361 degrees international (1361 HK) and its subsidiaries (“361°” or the “Group”) with an UNDERWEIGHT recommendation on...
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Descente Tamed, Itochu Delicacy Required And Investors Can Probably Wait
I started writing this over the weekend after the results of the Itochu Corp (8001 JP) Tender Offer for 9.56% of Descente Ltd (8114 JP) were...
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Descente Descended and Itochu Angle Is More Hostile
Descente Ltd (8114 JP) has been in the press quite a bit in recent days with management commentary about how the company and directors disagree...
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