Baidu Investments - Weak Disclosure and a Cautionary Tale - Inteqres ESG Bite
We continue our series looking at the accounting for investments in Chinese internet companies by focusing on Baidu. Baidu has a similar liking to...
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Positions Built Up Ahead of the Carnage
We take a look at the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 6 March 2020.Total short...
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JD.COM Accounting for Investments - Black Holes and Invisible Elephants- Inteqres ESG Bite
Following on from our analysis of Tencent and Alibaba's accounting for investments, we turn our attention to JD.com. We are concerned about the...
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Long/Short Stock Set Ups in Asia
The following are some compelling short and long stock ideas for trades in Asia with entry, stop and target levels which are run through in the...
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China Unicom (762 HK): Reiterate Buy After Monthly Data
Although China Unicom Hong Kong (762 HK) is down c.15% since the end of October on worries of intensifying competition and higher capex, we...
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