Wharf Holdings & Wharf REIC - Collateral Damage of Wheelock Privatisation
On 27 February, Wheelock (20 HK) announced a proposal to privatise the company by distributing its equity holdings in Wharf Holdings (4 HK) and...
428 Views
Sun Hung Kai – Time to Start Accumulating
Home Prices Expected to Bottom Sometime In February 2020. Social Unrest Expected to Abate in 2020. Reversal In Property Measures Could Act As...
361 Views
HK Shorts - Covering in Real Estate Names
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 1 November.Total short notional...
395 Views
Stock Short Ideas Within an Index Long Environment
Positioning is quickly shifting to more index net longs and we are on the hunt for stock shorts in Asia given the more bullish Q4 seasonality and...
324 Views
HK Property Relief Points and Sell Levels
Hong Kong property has seen a degree of short covering and the current recovery rise at this stage appears corrective in nature. We outline turn...
317 Views