Kunlun Energy (135 HK): Key Takeaways from Post-Result Call
Kunlun's post-result call suggested a stable growth expectation for FY21, and we estimate 25-28% growth. There will be more involvement in new...
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Global Emerging Markets Weekly: 5 March 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Last Week in Event SPACE: JD.com, CNOOC, Coca Cola Amatil, Kunlun Energy, Honshu Chemical, Toa Oil
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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EM Energy: Big Underperformance - Positioning at Record Lows, but Stabilizing.
EM Energy exodus drives worst performance of EM Energy sector in over 15 years. EM active funds are now at their lowest ever exposure to EM Energy...
322 Views
Asia Short Interest: Cathay, PSBC, BYD, CNOOC, Bandai Namco, Anritsu, Celltrion, HLB, Fitipower
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
324 Views