HK Connect Ideas: One Step Closer to Xiaomi/Meituan Inclusion (2019-08-02)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
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Hong Kong Short Reporting - Insights from 5 July Data
We analyse the latest SFC data released today on short position reporting in Hong Kong for the week ended 5 July.Total short notional in Hong Kong...
596 Views
Extreme Valuations: Global Stock Ideas Using the BORUC Yield
The Bucephalus Idea Generator (BIG) picks stocks by combining our work on Creative Accounting and our work on capex and valuation cycles to see...
664 Views
Quiddity Weekly H/A: Spread & Southbound Monitor - Going Into Year End
An H/A Spread Monitor Project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and where the...
553 Views
Semiconductor Memory- China Progress And Prospects Review Q2 2018
China's ambition to develop an indigenous semiconductor memory industry as a key tenet of its "Made In China 2025" initiative has understandably...
824 Views