BYD: Component Carve-Outs More Interesting than Core Business
BYD's earnings recovery is still facing challenges this year. China's NEV sales remain much weaker than ICE models in the past few months. In May...
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HSCEI Index Rebalance Preview - September 2020
The Hang Seng Indexes Company Limited (HSIL) will announce the results of the 2020 Q2 review of the Hang Seng Family of Indexes in mid August. The...
608 Views
HK Short Report: Wuxi Apptec Short Spiked
Hong Kong SFC reported today for aggregate short position on Jun 05. The aggregate short value for equities increased by $986m (+1.7%) WoW and...
314 Views
China Auto: Buy Thesis Remains Intact, Sales Will Accelerate over the Summer
Share price performance of China auto stocks in the past 2 weeks has been weak. This can be attributed to slower-than-expected increase in auto...
329 Views
COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
624 Views