China Onshore Credit: Is the Oil Exposure Heavy in the Bond Market?
We believe China's onshore bond market's exposure to the oil sector is very manageable, as the bonds issued by upstream oil companies only account...
346 Views
HSCEI Dividend Futures - Sell The 20/21 Spread
Since we published our last Insight, the HSCEI dividend futures expiring in December 2020 have sold off 7.5% mainly driven by lower economic...
448 Views
COSCO Shipping Energy (1138 HK): 10-Year Low Valuation Reflected Worst Case Scenario
Cosco Shipping Energy Transportation Co. Ltd. (H) (1138 HK), CSET, experienced a 11% drop in its share price in the last five trading days on the...
373 Views
"Buy the Worst" - A Simple Strategy to Beat the Hang Seng Index in 2020 and the Years to Come?
Based on a "Buy the Worst" strategy, we can achieve a 39pp outperformance against the HSI over the last three years. Instead, using a "Buy the...
911 Views
Hong Kong - 2019 Short Interest Recap
Using the SFC short data report released weekly, we take a look at the short interest on Hong Kong listed names for the year. For stocks with short...
352 Views