Asia Shorts: Tencent, AIA, JD, CICC, Canon, Renesas, Monex, HMC, LGD, HMM, KEPCO, Innolux, Wan Hai
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
235 Views
Covid-19/ Crypto/ Goldman/ Energy/ Unmanned
In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...
286 Views
China Huarong: No Confidence Motion
China Huarong could be the first domino to fall on the confidence on the implicit support by the Chinese government. Rating agencies' scramble to...
422 Views
Glut and Famine: China's Monetary Conditions a Notch Tighter in May
Monetary data in May point to a tighter environment for both lending and funding. Mortgage rates have edged up, but the deposit drain is worrying....
664 Views
ICBC: The Prefs Are Junk and Should Trade Like It
The prefs have had a strong run and are trading at 103 for a yield-to-call of only 2.9%. The AT-1 is significantly overvalued relative to 5-year US...
541 Views