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...
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"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...
912 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...
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HK - Sniffing Out The Shorts
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 15 November.Total short notional...
431 Views
China Internet Weekly (18Nov19): Single Day, Alibaba's Record Sales, PPD's 6% Mkt Share Vs. JD's 17%
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
315 Views