HK Shorts - Covering in Consumer Discretionary Names
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 25 October. Total short...
370 Views
China Unicom (762 HK): New Buy Idea
We launch on China Unicom Hong Kong (762 HK) as a new 'Buy' idea, driven by improving growth prospects, better free cash flow generation on reduced...
405 Views
HK Connect Flows: Meituan/Xiaomi Inclusion on Monday Confirmed
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
355 Views
Last Week on China Internet (28Oct19): PDD’s Higher Cap than JD and Poorer Relation with Tencent
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
351 Views
Kunlun Energy (135 HK): Deserves a Gas Utilities Valuation?
Kunlun Energy (135 HK) has been gradually increasing its focus on downstream natural gas sales business, from previously on upstream exploration...
406 Views