HK - Big Shorts in Financials and Consumer Discretionary Names; A Look at Airline Stocks
We take a look at the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 17 January 2020.Total...
390 Views
HK - Shorts Drop on Banks: Minsheng, Hang Seng Bank, BEA Stand Out
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 3 January 2020.Total short...
430 Views
Shift Exposure From EAFE to EM
We are recommending a shift from developed international markets (EAFE) to emerging market equities, as the MSCI EM index is breaking topside...
759 Views
TSMC Initiation - Currently a Core Holding - Inteqres Practical Views
TSMC is a relatively straight forward company to analyse and we continue to like the company. However, we caution that TSMC is quite a way through...
352 Views
HK - Stocks Higher, Shorts Higher
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 22 November.Total short notional...
335 Views