Defensives Are Worth A Look; Hang Seng, Shanghai Comp, Nikkei 225, STOXX 50 Support Levels Holding
A review of major global indexes reveals an absence of major breakdowns. We highlight opportunities within defensive Sectors (Real Estate, Consumer...
300 Views
Capitaland (CAPL SP) Restructuring Is Big But Still Vague. Lots of Fine Print to Read.
Capitaland today announced a restructuring where the parent gets the Developer, minorities get cash plus shares in a new asset-lighter Real Estate...
788 Views
PCCW (8 HK): Possible MSCI Deletion
PCCW appears to be fully priced at 2+STD on a NAV discount. I would look to unwind here if already in, and look to reverse the stub - Short PCCW,...
546 Views
Wharf Tactical Sell and Fresh Long Level
Wharf is due for a rally stall at 19-20. A pullback is viewed as a buying opportunity to eventually clear this barrier with sights set on the next...
161 Views
Asia Short Interest Weekly: Alibaba, JD, Wharf, SMIC, JPX, Itochu, Canon, Kyushu, Shinpoong, Seegene
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
336 Views