HK Exchange (388): Beneficiary of HK Tech Crack Down
HKEX (388 HK) may be the only Exchange approved by the Chinese government for Chinese companies to raise money from foreign investors. Maintain Buy
265 Views
A Mid-Year Review of Our "Buy the Worst" Strategy: Outperformed HSI by 20.9pp
Our "Buy the Worst" strategy has outperformed HSI by 20.9pp so far in 2021; and we believe with the volatile outlook for 2H21, the 5 stocks in the...
175 Views
HSTECH Index Rebalance: Back to 30 with 2 Adds and 3 Deletes
There are 2 adds and 3 deletes for the HSTECH Index. One-way turnover is estimated at 5.61% and will result in a one-way trade of HK$1.41bn. 2518...
514 Views
Asia Shorts: Meituan, Kuaishou, Zhongsheng, Toshiba, Monex, Orix, Samsung, HMC, China Steel, Innolux
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
381 Views
HSI Market Consultation - Name Changes as We Await the Conclusions
The conclusions of the HSI market consultation could be announced on 26 Feb along with the March review. Given recent large listings and price...
563 Views