HK Connect Ideas: Nine Weeks of Inflows, Sino Biopharm, Yadea, Anta, Aoyuan (2019-07-12)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
506 Views
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...
610 Views
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...
617 Views
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...
581 Views
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...
677 Views