China Life (2628 HK): Fairly Valued; Looking For A Better Entry Point
China Life Insurance Co H (2628 HK) , the largest Life insurer in China, is one of the most geared to the Chinese equity markets and the most...
391 Views
HSCEI Dividends - Buy the Dip
Since we published our earlier Insight, the HSCEI dividends futures expiring in December 2020 have sold-off around 7% mainly driven by a 4%...
549 Views
HK Short Interest - Casinos, REITs & Rising Shorts
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 23 August. Total short notional...
435 Views
The Week That Was @ Smartkarma in Korea, Japan, China/HK: Megvii, GSOMIA, Cho Kuk, & Sony
On August 22nd, the South Korean government announced that it has decided to terminate the GSOMIA (General Security of Military Information...
480 Views
CPIC (2601 HK): Tough H1 Results; Outlook To Remain Challenged
China Pacific Insurance (Group) Co., (2601 HK) reported a big jump in profits to RMB 16.2 billion, on lower taxes from recent changes, and better...
341 Views