India F&B | Channel Checks Indicate Market Share Gains for Organised Players Post COVID-19
Our Channel checks for the Indian F&B (Food and Beverage Industry) indicate changing consumer behaviour along with a change in market structure...
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Shorts Increase on Alibaba, AIA, CNOOC; Decrease on Ping An, CCB, Meituan
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 3 April 2020.Total short...
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Where to Fade BABA and Buy Back off of High Conviction Macro Support
Alibaba Group (BABA US) has been a solid outperformer until February versus the Shanghai composite and turned down on a relative basis versus the...
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YUM China (YUMC): Promising Future Post COVID-19 Outbreak
We believe Yum China Holdings, Inc (YUMC US) represents one of the best investment ideas in China restaurant industry as China has COVID-19...
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China Construction Bank (939 HK): Ownership Levels Bottoming Out.
China construction bank is the 5th most widely held Chinese stock among GEM Active Managers, yet the 3rd largest underweight. Ownership levels...
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