Long-Short Pair Trade: ICBC - Bank of Nanjing
We advocate a Long-Short trade over a 12 month horizon in ICBC (H) (1398 HK) versus Bank Of Nanjing Co Ltd A (601009 CH) . Our conviction is that...
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HSCEI Dividends - Better Results Increase Expected Fair Value
Since we published our earlier Insight, the HSCEI dividends futures expiring in December 2020 have moved up 1.9% mainly driven by strong Q3...
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HK Shorts - Covering in Consumer Discretionary Names
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 25 October. Total short...
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ICBC: Steady-State
ICBC (H) (1398 HK) reported a solid set of numbers at Q319 with modest gains in Efficiency and enhanced Capital Adequacy as positive standouts....
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HK Connect Flows: Meituan/Xiaomi Inclusion on Monday Confirmed
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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