Hang Lung Properties (101 HK): Scrip Div Helps the Family to Chip Away at Minorities
The Chan family have plenty of headroom to chip away at minorities before breaching the 25% public float requirements. HPL’s valuation is...
411 Views
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...
327 Views
HK Short Interest Weekly: Techtronic Ind, Zijin Mining, Innovent Bio, Kuaishou, Pacific Basin
We analyzed the latest HK SFC report for aggregate short position as of Mar 15th and highlight short interest changes in Techtronic Ind, Zijin...
337 Views
Smartkarma Originals
HK RE Series (2): Market Is Still Bearish but Bottom Is Near, Few Things Needed for Re-Rating
This is an update to the Original of HK RE stocks. Valuation has become even more compelling. However, we need a few catalysts (physical market...
1.7k Views
Hong Kong: Stamp Duties Axed; Mortgage Rules Relaxed
The standout beneficiaries from these latest policy measure are the usual suspects - Sun Hung Kai Properties (16 HK), Henderson Land (12 HK) - and...
298 Views