Nongfu Spring Pre-IPO - The Positives - Leaves One Thirsty for More
Nongfu Spring (NON HK) is looking to raise up to US$1bn in its Hong Kong listing. The company is the market leader in packaged drinking water in...
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Asian Consumer Staples - Inflation Hedge?
Consumer Staples are a good inflation hedge, but only if they can pass on the increase in raw material costs to end consumers. In a scenario of...
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AB InBev: Not Short of Liquidity, Share Price Reaction Is Unjustified
Following Anheuser Busch Inbev Sa/Nv (ABI BB)’s leveraged acquisition of Sabmiller Plc (SAB LN) in 2016, ABI’s shares declined by 50% to bottom at...
366 Views
HSI Rebalance Preview June 2020 - To Change or Not to Change
The Hang Seng Indexes Company Limited (HSIL) will announce the results of the 2020 Q1 review of the Hang Seng Family of Indexes on 15 May. The...
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Shorts Higher on Consumer Discretionary Stocks
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 27 March 2020.Total short...
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