HK Shorts - The Many Faces of Consumer Discretionary Stocks
We analyse the latest SFC data released this evening on short position reporting in Hong Kong for the week ended 4 October.Total short notional in...
453 Views
HK Connect Ideas: Sunny Optical, Shenzhou Intl, AIA, Weak Flows Ahead of Golden Week (2019-09-27)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
490 Views
Artgo And Other Short Sell Ideas
This past weekend, David Webb flagged Artgo Holdings (3313 HK) as a bubble stock with a P/B of ~24x after gaining 2,276% YTD. Artgo (the website...
710 Views
HK Short Interest - Numb3rs, Ch@rts and Financial Stocks
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 16 August.Total short notional...
391 Views
Global Equity Strategy: Bearish-Leaning Developments Continue; Europe/UK Holding Above Support.
We remain cautious as the number of bearish-leaning developments continue to pile up. As a result we continue to believe global equities are...
389 Views