HK Connect Weekly: What Did Chinese Buy After Golden Week?
In our weekly HK Connect Flow series, we aim to highlight key stocks and sectors which the mainland investors traded via the southbound Hong Kong...
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Last Week in Event SPACE: Sing Air, Swire/Cathay, Evergrande, Crown Resorts, Capitaland REIT, Leyou
Last Week in Event SPACE ... Singapore Airlines (SIA SP) is now trading ex-rights. You probably should tilt bullish the rights vs their...
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Asia Short Interest Weekly - Tencent, HSBC, Fast Retailing, Semco, Yageo
Starting this week, we will be publishing an Asian Short Interest weekly that looks at moves in market wide short interest and highlights moves in...
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Kingsoft Cloud IPO: Upsized Raise, Trading Debut
Kingsoft Cloud (KC US) is the largest independent cloud service provider in China with a market share of 5.4% in terms of revenue from IaaS and...
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Our Tech Portfolio Update: Maintain Overweight on Digital; Structural Trends Are Accelerating
During the month of April, we saw a broad-level recovery in asset prices on optimism of countries around the world beginning to ease lockdowns and...
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