Shorts Target Hong Kong Real Estate
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 13 March 2020.Total short...
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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...
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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...
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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...
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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...
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