HSBC - Results on Thursday, Risk of BoCom Mark Down, Heavy UK, US Corporate Lending Not Positive
HSBC reports results Thursday. Credit metrics in CRE lending HK, CH are of concern, but so are construction loans. UK and N America corporate loan...
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China & HK Strategy: Names to Watch for Market Value Management
CSRC's Market Value Management Guidelines will benefit the H-share banks and infrastructure construction companies because their A-shares have P/B...
183 Views
Hong Kong Connect Flows (Oct 25th): Alibaba, Tencent, Xiaomi, Geely Automobile, SMIC, Cosco Shipping
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, Tencent, Xiaomi, Geely Automobile, SMIC, Cosco...
522 Views
Hong Kong Connect Flows (Oct 18th): Alibaba, CCB, SMIC, China Mobile, ICBC, Meituan, HKEx
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, CCB, SMIC, China Mobile, ICBC, Meituan, HKEx,...
545 Views
EQD | The HSI Rally: Go LONG Now or Wait?
The Hang Seng Index rally went vertical, then pulled back last week. Is this the right time to go in LONG? Or better wait for the index to pullback...
489 Views