Keppel Corp: Underweight and Unloved - Fund Positioning Analysis
In light of the Temasek stake in Keppel Corp Ltd (KEP SP) we thought it useful to provide an update on fund positioning among Global and Asia...
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Last Week on China Internet (21Oct19): Baidu Saves Paper Cup, Tencent Signed up China's Largest Bank
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
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HK Shorts - Bottom Forming for China Megabanks?
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 11 October.Total short notional...
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HK Shorts - The Many Faces of Consumer Discretionary Stocks
We analyse the latest SFC data released this evening on short position reporting in Hong Kong for the week ended 4 October.Total short notional in...
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China Banks: Income Opportunities Compensate for Balance Sheet Risks.
Chinese banks are not excessively valued on a P/Book, PER, Franchise Valuation, and Dividend Yield basis. One can pick up shares in the low-risk...
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