Listed Real Estate Asia, KT Capital Group

Jacob Cheng

Listed Real Estate Asia

KT Capital Group

Principal investments and advisory firm that focuses on connecting the CIS countries with East Asia.

Principal investments and advisory firm

Equity Bottom-Up

<ul>
<li>Upcoming banking crisis will accelerate in the coming few weeks, it is very likely Fed will slow down rate hike or re-start a rate cut cycle</li>
<li>To position for this:  BUY Hong Kong property developers New World Development 17 HK, Henderson 12 HK, Sun Hung Kai Properties 16 HK</li>
<li>Apart from HK RE developers, buy China's name Hang Lung (101 HK) and crypto-currency (BTC and ETH)</li>
</ul>


Upcoming banking crisis will accelerate in the coming few weeks, it is very likely Fed will slow down rate hike or re-start a rate cut cycle
To position for this:  BUY Hong Kong property developers New World Development 17 HK, Henderson 12 HK, Sun Hung Kai Properties 16 HK
Apart from HK RE developers, buy China's name Hang Lung (101 HK) and crypto-currency (BTC and ETH)


Short Note: Position for Upcoming Banking Crisis, BUY Hong Kong & China Property Stocks, and BTC/ETH

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Nov 25th.</li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short changes in Ganfeng Lithium, Netease, Tencent, Li Ning.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Nov 25th.
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short changes in Ganfeng Lithium, Netease, Tencent, Li Ning.


HK Short Interest Weekly: Ganfeng Lithium, Netease, Tencent, Li Ning

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Nov 18th.</li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short changes in Tencent (700 HK), HKEx (388 HK), Innovent (1801 HK). </li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Nov 18th.
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short changes in Tencent (700 HK), HKEx (388 HK), Innovent (1801 HK). 


HK Short Interest Weekly: Tencent, HKEx, Innovent

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Nov 11th.</li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short changes in AIA, Li Ning, SHK PPT, CSPC Pharma, Fosun Pharma, Kingsoft.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Nov 11th.
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short changes in AIA, Li Ning, SHK PPT, CSPC Pharma, Fosun Pharma, Kingsoft.


HK Short Interest Weekly: AIA, Li Ning, SHK PPT, CSPC Pharma, Fosun Pharma, Kingsoft

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Oct 21st.</li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short changes in BYD, Conch Venture, Shandong Weigao.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Oct 21st.
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short changes in BYD, Conch Venture, Shandong Weigao.


HK Short Interest Weekly: BYD, Conch Venture, Shandong Weigao.

Hong Kong

Sun Hung Kai Properties Limited develops and invests in properties. The Company operates and manages hotels, properties, car parking, and transportation infrastructures. Sun Hung Kai Properties serves customers in Hong Kong.

Price Gauge
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Sun Hung Kai Properties (16 HK)

Short Note: Position for Upcoming Banking Crisis, BUY Hong Kong & China Property Stocks, and BTC/ETH

The coming banking crisis is to accelerate. To position for this, BUY Hong Kong real estate names as they will benefit the most. Pick high beta...

Jacob Cheng

HK Short Interest Weekly: Ganfeng Lithium, Netease, Tencent, Li Ning

We analyzed the latest HK SFC report for aggregate short position and highlight short interest changes in Ganfeng Lithium, Netease, Tencent, Li Ning.

Ke Yan, CFA, FRM

HK Short Interest Weekly: Tencent, HKEx, Innovent

We analyzed the latest HK SFC report for aggregate short position as of Nov 18th and highlight short interest changes in Tencent, HKEx, Innovent...

Ke Yan, CFA, FRM

HK Short Interest Weekly: AIA, Li Ning, SHK PPT, CSPC Pharma, Fosun Pharma, Kingsoft

We analyzed the latest HK SFC report for aggregate short position as of Nov 11th and highlight short interest changes in AIA, Li Ning, SHK PPT,...

Ke Yan, CFA, FRM

HK Short Interest Weekly: BYD, Conch Venture, Shandong Weigao.

We analyzed the latest HK SFC report for aggregate short position as of {} and highlight short interest changes in BYD, Conch Venture, Shandong...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)