Anticipating the Alibaba HK Listing
Last week Reuters and other media sources carried articles suggesting that Alibaba Group Holding (BABA US) would imminently re-launch its desired...
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Alibaba HK Listing: Thoughts on the Premium/Discount to the ADRs
Alibaba Group Holding (BABA US) plans to launch a $10-15 billion secondary listing in Hong Kong on 11 November, Singles Day, according to press...
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HK Shorts - Covering in Real Estate Names
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 1 November.Total short notional...
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HK Shorts - Covering in Consumer Discretionary Names
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 25 October. Total short...
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China Unicom (762 HK): New Buy Idea
We launch on China Unicom Hong Kong (762 HK) as a new 'Buy' idea, driven by improving growth prospects, better free cash flow generation on reduced...
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