HK Connect Ideas: Eleven Weeks of Inflows, Tencent/Nintendo Deal (2019-07-26)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
505 Views
Hong Kong Short Sell Reporting - Insights from 19 July Data
We analyse the latest SFC data released last evening on short position reporting in Hong Kong for the week ended 19 July.Total short notional in...
524 Views
Smartkarma Originals
Erajaya (ERAA): Growing Sustainable Smartphone Demand in Indonesia - On the Ground Findings
Erajaya Swasembada (ERAA IJ) has benefited from the 4G implementation in Indonesia that resulted in a demand surge for smartphones. In this report...
695 Views
Maoyan Ent (猫眼娱乐): Thoughts on Lock-Up Expiry
Maoyan Entertainment, the dominant online movie ticketing company, was listed on Feb 4th, 2019. Lock-up restriction for its cornerstone investors...
517 Views
The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
472 Views