Quiddity Weekly H/A: Strong Dispersion, Strong Alpha; Brokers Beat Banks
Great alpha last week as shorts beat by 48bp, longs beat by 46bp. Southbound saw one really big sell day, but on the week, buying continued apace...
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Quiddity Weekly H/A: High Volatility in Materials and Industrials and Spreads Over Lunar New Year
H/A spreads have been reasonably volatile over the CNY period, but again they net narrowed over two weeks. There are still several sectors where...
140 Views
China Comm Const (1800 HK): Positive Takeaways from Call with Company
Positive messages from a call with CCCC and we expect re-rating to continue after the recent 13% rebound in share price. At 0.21x P/B, the stock is...
330 Views
China Comm Const (1800 HK): Brewing Bull
CCCC has been a massive underperformer, partly driven by the MSCI deletion. With the issue now behind us, foucs should return to the fundamentals...
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Last Week in Event SPACE: Tokyo Dome, LG Corp, Kerry Express, Sogou, Adways
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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