Buy China Feihe/Sell H&H: Covid-19 Driven Arbitrage of Domestic/Foreign IMF
In this note, we are looking at the China infant milk formula (IMF) pair between China Feihe (6186 HK) and Health And Happiness (H&H) (1112...
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Trade/Investment Ideas from 2019/20 IPOs
Since the start of 2019 till date, we have covered 96 IPOs. Despite the market turmoil over the past two months, over a third, or 40 IPOs remain...
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China Feihe 2019 Results: Slight Beat, but Beware of Gov Grant
China Feihe reported 2019 results after the market close today. In our previous note, we expected the company to beat the consensus revenue...
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Trade Idea Update/HK Connect Weekly: $158m Inflows into China Feihe, Basket Outperformed
In this insight, we will provide an update on the inclusion news today and recap on the basket performance of stocks that are included into the...
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Trade Idea Update/HK Connect Weekly: Inclusion Effective Today, XD +10%
In this insight, we will provide an update on the inclusion news today and recap on the basket performance of stocks that are included into the...
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