Hong Kong Connect Weekly: Tencent, SMIC, Xiaomi, Minth
In our weekly HK Connect Flow series, we aim to highlight key stocks and sectors which the mainland investors traded via the southbound Hong Kong...
264 Views
Positions Built Up Ahead of the Carnage
We take a look at the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 6 March 2020.Total short...
358 Views
Malaysia National Automotive Policy 2020: Beneficiaries
The National Automotive Policy 2020 (NAP 2020) has been officially launched, building on NAP 2014, focusing on launching Malaysia as the regional...
326 Views
Auto Supplier - New Shorting Opportunity
In my last insight on Nippon Paint Holdings (4612 JP) I discussed how the company is dependant on the Chinese auto sector which some may say it's...
398 Views
Monthly Wrap Up: Six New Alpha Ideas Introduced
In this monthly wrap up, we highlight on the research published during the month, which include six new alpha ideas. We also discuss notes...
298 Views