Hang Seng Index, Tencent, HSBC, HKEX, and Alibaba
After last week's Bear Porn note, this explains best the focus of the note. We have a critical few weeks ahead of us as we open with a gap down on...
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Reneging on Job Offers Underscores Sea’s Retrenchment
Southeast Asian conglomerate Sea Ltd. has pumped the brakes on its e-commerce unit Shopee’s expansion resorting to measures such as reneging on...
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How New U.S. Chip Restrictions Could Hit China’s Smart Car and Cloud Firms
New U.S. export restrictions on certain microchips used for machine learning could distrupt China’s development of autonomous driving technology...
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Alibaba, Longfor Group, Country Garden, New World Development
Two big headlines drove the short squeeze, helped by the record level of short selling as a percentage of total volume in recent months.
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HSI Properties, Link RIET, HSI Financials, China Merchants Bank, and ICBC
At the beginning of the week, I was determined to have this post with a more bullish tone. Maybe it is a contrarian indicator.
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