Hong Kong: Q1 Short Interest Recap
Short notional in Hong Kong is HK$338bn and has been falling over the last 3 years due to a drop in the market. We look at stocks that have seen...
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Hong Kong Connect Flows (Mar 15th): BOC, Tencent, CNOOC, Zto Express, Kuaishou, Anta Sports
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for Bank Of China, Tencent, CNOOC, Zto Express, Kuaishou, Anta...
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HSCEI Dividend Futures: Shrinking OI; Fair Value Estimates Show Upside
We see the HSCEI 2024 div futures slightly underpriced with the potential for more upside. There are risks to the trade, mainly from the banks and...
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New World Development (17 HK): Stock Trading Cheap as Passive Selling Nears
There could be passive selling in New World Dev at the end of the month. Shorts have been building up as the stock has dropped and excess volume...
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China Property – Which Projects in Whitelist Are More Likely to Obtain Incremental Loans?
Last Friday, developer names saw mixed performance. In contrast to speculating on defaulted names previously, it is worth noting that stocks with...
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