HK Shorts - Covering in Real Estate Names
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 1 November.Total short notional...
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StubWorld: Wheelock Stub Gains on Ructions in Retail
Wheelock & (20 HK) /Wharf Holdings (4 HK)/Wharf Real Estate Investment (1997 HK) Inputting the 2019 interim numbers for all three companies...
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Developed International Equity Strategy: Favor EAFE over EM
We highlight attractive and actionable themes within developed international markets, including actionable set-ups across among: Non-bank...
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Link REIT: Active Capital Recycling to Drive Unit Price Performance
Link REIT (823 HK) announced on 26th November 2018 its acquisition of Beijing Jingtong Roosevelt Plaza, a four-year-old retail property in...
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Last Week in Event SPACE – Toshiba, AWE, Sharp, Nisshinbo, Toray
Last week, the mechanics of index inclusions on Toshiba Corp (6502 JP)’s ¥600bn placement and short-swing profit disgorgement liability; AWE Ltd...
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