China & HK Strategy: Who Are the Victims of a US Recession?
Reliance on the US market varies among HK-listed companies, with some having high direct exposure to a recession. Those with low direct exposure...
321 Views
China & HK Strategy: Stocks Exposed to the US and Higher Tariffs
With the Trump administration announcing global reciprocal tariffs, even companies with manufacturing presence in other countries will suffer...
917 Views
The Heat Is On: News Flow and Sentiment in HONG KONG
China had positive flows into equity ETF's for June and mainland investors continued to direct money to Hong Kong stocks through the Stock Connect...
523 Views
Hong Kong CEO & Director Dealings: Red Star's New Controlling Shareholder
The data in this insight is collated from the "shareholding disclosure" link on the HKEx website. These insights also flag those companies where...
467 Views
StubWorld: Reverse Intouch's Stub; (Potentially) Set Up PICC (1339 HK)'s
Intouch Holdings (INTUCH TB)'s long-term discount to NAV and the simple ratio (Intouch over Advanced Info Service (ADVANC TB)) are at all-time...
377 Views