HK Shorts - Bottom Forming for China Megabanks?
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 11 October.Total short notional...
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AIA (1299 HK): The Hong Kong Overhang
AIA Group Ltd (1299 HK) is down ~15% since our note AIA (1299 HK): An All-Weather Compelling Play On China, Despite The Risks And Valuation, due to...
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HK Shorts - The Many Faces of Consumer Discretionary Stocks
We analyse the latest SFC data released this evening on short position reporting in Hong Kong for the week ended 4 October.Total short notional in...
447 Views
HK Connect Ideas: Sunny Optical, Shenzhou Intl, AIA, Weak Flows Ahead of Golden Week (2019-09-27)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
480 Views
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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