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...
516 Views
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...
321 Views
NetEase HK Listing - Early Look - Follow the Leader
NetEase Inc (NTES US) has filed confidentially for a secondary listing in Hong Kong, as per media reports. It aims to raise around US$1-2bn. In our...
490 Views
The Rise of a New BAT: ByteDance Enters Warp Speed as It Eyes Baidu's Lunch
ByteDance's TikTok just experienced its best quarter ever as total global downloads exceeded 2 billion for the short-form video app. Leveraging its...
289 Views