Focus Industries for Asia Ex-Japan Fund Managers
In this report, we analyse Asia Ex-Japan fund positioning across the key Asian industry groups. The analysis measures current sentiment across all...
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HK Short Interest - Numb3rs, Ch@rts and Financial Stocks
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 16 August.Total short notional...
391 Views
AIA (1299 HK): Strong First Half Results, With China Growth Overshadowing HK Concerns
AIA Group Ltd (1299 HK) reported better than expected H1 2019 results, driven by strength across its operations, especially in China, where AIA is...
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HK Short Interest - Numb3rs, Ch@rts and Property Stocks
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 9 August. Total short notional...
384 Views
CPIC (2601 HK): Fairly Valued, With Few Levers To Surprise
China Pacific Insurance (Group) Co., (2601 HK) is a one of the larger Chinese insurers, but lacks the franchise in the growth segments of the...
439 Views