Asia Short Interest: Meituan, WuxiBio, Tencent, Nexon, Orix, Toshiba, Shiseido, Samsung, Hannstar
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
357 Views
Bairong IPO Trading - Strong Overall Demand but Comes with Large Retail Allocation
Bairong raised around US$508m in its Hong Kong IPO. We have covered various aspects of the deal in our earlier notes. In this note, we will talk...
288 Views
Haidilao (6862 HK): Hot Pots Don't Pivot Easily.
Downside risks outweigh upside potential given the expected slower pace of sales recovery versus peers and premium valuations. Difficult to pivot...
336 Views
Yum China (9987 HK): Simple Fare Trumps the Special Treat (6862 HK). What Now?
Discuss Investment view on the stock - both long and short term - backed by analysis of valuations, operational/financial outlook and Management...
394 Views
Hang Seng Index Rebalance: Three Adds; Market Consultation Conclusions on 1 March
There are 3 inclusions to the HSI - Ali Health, Longfor Prop and Haidilao. With 10 days to implementation, the stocks should outperform....
527 Views