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...
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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...
495 Views
HK Connect Ideas: First Weekly Outflows in 19 Weeks, SMIC, Auto Sector (2019-09-20)
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...
375 Views
Shanghai/Shenzhen Connect Ideas: Pre-Mid Autumn Hard Liquor Outflows (2019-09-13)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
344 Views
China Auto: Tailwind Is Coming? Not Yet!
According to CPCA, China's PV retail sales are getting worse. It dropped by 21% yoy in the first three weeks of August. Last week, State Council...
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