Our Tech Portfolio Update: Maintain Overweight on Digital; Structural Trends Are Accelerating
During the month of April, we saw a broad-level recovery in asset prices on optimism of countries around the world beginning to ease lockdowns and...
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HKEx – Earnings Risk but an Opportunity Thereafter? (Quantamental Analysis)
While strong trading volumes in 1Q should benefit HKEx we believe expectations may have run slightly ahead of themselves. Based on our analysis of...
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Tracking China Recovery Through Golden Week: How Is the Recovery?
Based on official and our on-ground observations, the tourism industry in China has clearly staged a recovery during the Labour Day Golden Week....
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Swire (19 HK) Trading Cheap. Heading Cheaper On Cathay Woes
Swire Pacific (A) (19 HK)'s discount to NAV of 40% is around its all-time low. The implied stub, stripping out its 82% holding in Swire Properties...
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Short Interests Spiked for Ping An Good Dr, China Mobile, Kingsoft, Gome
Hong Kong SFC reported today for the aggregate short position on Apr 24. The aggregate short value for equities decreased by $-531m (-1.0%) WoW but...
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