"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...
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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...
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The Aramco IPO and China's Participation
Aramco is coming to market with the IPO announced almost two weeks ago and pricing ranges due this Sunday. The big players will be oil majors and...
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China Mega-Oil: Impact of Aramco IPO
Chinese state owned companies are likely to invest in the Saudi Aramco IPO, which could potentially occur through Sinopec, PetroChina or CNOOC. We...
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Alibaba HK Listing: Thoughts on the Premium/Discount to the ADRs
Alibaba Group Holding (BABA US) plans to launch a $10-15 billion secondary listing in Hong Kong on 11 November, Singles Day, according to press...
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