DBS – Fallout
Hong Kong is in recession. There will be consequences. DBS Group Holdings (DBS SP) has expanded in HK more aggressively than any of its other...
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HSBC – Granular Detail on Poor Results
There should be no surprise at the dismal results for HSBC Holdings (5 HK). The bank remains incredibly exposed to numerous risks, including by not...
349 Views
HK Shorts - Hong Kong Focused Banks In The Crosshairs
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 18 October. Total short...
348 Views
HK Connect Flows: Finally the Inclusion for Xiaomi/Meituan
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
336 Views
HK Shorts - Bottom Forming for China Megabanks?
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 11 October.Total short notional...
386 Views