“Buy the Worst” Strategy into Year 3: What's on for 2022 to Beat the HSI?
Our "Buy the Worst" strategy outperformed HSI by a massive 26.1pp YTD. For 2022, new names are Haidilao, Ali Health, Alibaba, Sands China and...
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Hong Kong Connect Flows: Chinese Buying Tencent, Xiaomi, CNOOC and Kuaishou Before Xmas
We highlight Hong Kong Connect inflows into Tencent (700 HK), Xiaomi (1810 HK), Cnooc (883 HK) and Kuaishou (1024 HK), as well as outflows from...
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HSCEI Dividend Futures: 2022 Close to Fair; Sell 22/23 Steepener
The HSCEI 2022 dividend futures are trading close to fair but there are a lot more negative catalysts that will have a bigger impact than positive...
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China's Hydrogen Economy: More Excitements into 2022
China's push for hydrogen energy use is likely to further escalate in 2022, following a soon-to-be announcement of top-level design plan for the...
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Last Week in Event SPACE: Shinsei Bank, True Corp/DTAC, Kansai Super, SingTel, DiDi Global
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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