HK - Shorts Increase on Tencent, Ping An, China Mobile, Alibaba
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 13 December.Total short notional...
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EM Breakout -- Add Exposure
The laundry list of current market conditions consistent with the profile of a bull market continues to grow, helping support our ongoing belief...
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Tencent Initiation - Remaining Underweight One of the New Conglomerates - Inteqres Practical Views
Mega Cap tech firms are the new conglomerates and Tencent is no different. Looking like they stepped straight out of the 1970s/80s using the BCG...
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Nintendo – All About the Ecosystem
We spoke to Nintendo today to check on conditions with the Switch Lite, Mario Kart Tour and mobile gaming, and the company’s overall thinking...
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HK Connect Flows: Tencent, Xiaomi, HKEX, and WH Group
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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