HK - Action in Anta, China Gas, Sunny Optical, Ascletis Pharma, Sa Sa, CMS
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 31 January 2020.Total...
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HK - Shorts in the Time of Coronavirus
We take a look at the latest SFC data released Tuesday evening on short position reporting in Hong Kong for the week ended 24 January...
335 Views
China Mobile Defensive Play
China Mobile (941 HK) is attracting attention as a defensive rotation play into a weaker February global cycle (HSI weakness) and will outperform...
331 Views
"Buy the Worst" - A Simple Strategy to Beat the Hang Seng Index in 2020 and the Years to Come?
Based on a "Buy the Worst" strategy, we can achieve a 39pp outperformance against the HSI over the last three years. Instead, using a "Buy the...
908 Views
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...
641 Views