China A-Shares - EM Fund Ownership Guide
China A-Shares represent the 6th largest country holding among active EM investors. In this analysis, we analyse the current set up of A-Shares in...
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HK Short Interest: Short Spiked for Bilibili
We highlight Bilibili (9262 HK) as the stock with the biggest increase in short position on a Week-on-week basis based on our analysis in the...
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Asia Shorts: Tencent, CMB, Ping An, Weimob, WuXi, Shimano, Cocokara, HMM, Kakao, Doosan, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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Ping An A/H: Discount Widens and Diverges from Broader Market
The Ping An A/H spread is trading at a discount and has diverged from the spread on the overall market. Set up for a premium expansion trade that...
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China Banks – Screws Tighten On LGFVs
CHINA BANKS: Recently the CBIRC issued guidance on implicit LGFV debt via Document 15 – further tightening the screws on mainland China's financial...
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