The Week That Was in ASEAN@Smartkarma - Cisarua Mountain Dairy, Sumber Alfaria Trijaya, and DBS Bank
The past week saw insights on Cisarua Mountain Dairy (CMRY IJ), Sumber Alfaria Trijaya (AMRT IJ), Ace Hardware Indonesia (ACES IJ), Boustead...
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HK Short Interest Weekly: HSBC, Haidilao, China Mobile
We analyzed the latest HK SFC report for aggregate short position as of Nov 3rd and highlight short interest changes in HSBC, Haidilao, China Mobile.
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Hong Kong Buybacks Weekly (Nov 10th): Aia, China Petroleum & Chemical, Esr
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were AIA (1299 HK),...
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Hang Seng Index Rebalance Preview: Foreign Companies Eligible from December
There are 8 trading days to the announcement of the December rebalance results. With foreign companies newly eligible, Samsonite is a high...
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OCBC - 10 Nov Results | Credit Costs +150% Then +250% | ~4% Loans Greater China CRE | Insurance Risk
OCBC releases results on 10 Nov. We believe the figures can underwhelm due largely to credit metrics. Insurance operations have also shown core...
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