A Review Of "Buy the Worst" Strategy in 2020 and Can It Beat the Hang Seng Index in 2021?
While our "Buy the Worst" strategy underperformed the HSI sharply YTD, we see extending the strategy into 2021 may catch up as the rotation back to...
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Trump's Executive Order on Chinese Military Companies
The White House announced an Executive Order prohibiting "US persons" from "providing capital" to a list of "China Military Cos" which has been...
689 Views
China Unicom (762 HK): The "Hs" Have It
Last Wednesday (12 August), after the close of trading, China Unicom Hong Kong (762 HK) announced its 1H20 results, in which revenues increased...
434 Views
StubWorld: Buy Sembcorp Industries. Don't Buy Swire
After Sembcorp Marine (SMM SP) goes ex-rights, Sembcorp Industries (SCI SP) is a clear lay-up.Its first half-yearly loss in over a decade (mainly...
565 Views
Smartkarma Originals
Road to 5G: How to Make Money in 5G
In this report, we highlight the best money making ideas by identifying the winners and the losers of the sectors in the 5G value chain. For...
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