China Banks - Losses at Developers, Notes to Financials at Some Banks, More Clear than Headlines
There are losses at China developers and some of this is new or losses are much higher. This is not fully reflected in headline figures at China...
431 Views
China & HK Strategy: Sell in September and Go Away, Really?
It pays to be cautious for HSI investors in Sep and Oct, with opportunities for a year-end rally in Nov and Dec. Despite the 3% drop in MTD, it is...
302 Views
HK Short Interest Weekly: Trip.Com, Shk Ppt, Anta Sports, Tencent, Baba, CCB, Jd, Meituan
We analyzed the latest HK SFC report for aggregate short position as of Aug 30th and highlight short interest changes in Trip.Com, Shk Ppt, Anta...
445 Views
Hong Kong Buybacks Weekly (Sep 6th): Tencent, Meituan, AIA
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Tencent (700 HK),...
425 Views
HSI, HSCEI, HSTECH, HSIII: Rebalance Flows Post Capping (Sep 2024)
The September rebalance of the HSI, HSCEI, HSTECH and HSIII indices will use today's closing prices for capping. The round-trip trade across the...
434 Views