HK - Shorts Pile Into Tencent, CCB, Ping An, Sunny Optical, AIA; Cover Mobile, China Tower, BYD
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 7 February 2020.Total...
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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...
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BYD's (1211.HK) Blade Battery - Overselling the Innovation, but Tangible Profitability Improvement
Since BYD's announcement on mass production of its 'new' battery (the "Blade" battery), its share price surged by 22.5% in HK market. However the...
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EV Battery Monthly: No Further Cut in Subsidies for NEVs in China Suggests Better Market Conditions
The highlights for December are as follows:Panasonic: The labour shortage at the Nevada plant is said to be under control. Thus, delays in supply...
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Apple Supplier Foxconn to Make Electric Cars Jointly with Fiat Chrysler
It was reported by several news media outlets including the Nikkei on Friday (17th January) that Apple supplier Foxconn and Fiat Chrysler (FCA)...
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