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...
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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
Taiping (966 HK): Looks Cheap For The Growth, But Do The Quality Concerns Matter?
China Taiping Insurance Hldgs (966 HK) is perceived by the market as a lower quality Chinese Insurer, relative to China Pacific Insurance (Group)...
414 Views
CPIC (2601 HK): Fairly Valued, With Few Levers To Surprise
China Pacific Insurance (Group) Co., (2601 HK) is a one of the larger Chinese insurers, but lacks the franchise in the growth segments of the...
438 Views