HSCEI Dividends - Structural Sell; Bank Dividends the Swing Factor
We see downside in the HSCEI 2021 and 2022 div futures due to changes in the index composition and potential changes in the index methodology....
347 Views
HSCEI Index Rebalances - The Year of the Ox and of More Change
There will be a lot of changes to the HSCEI this year that will impact the sectoral composition and open up trading opportunities on the stocks and...
673 Views
HK - Shorts Increase on Alibaba, Xiaomi, AIA, Bud APAC; Decrease on Tencent
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 27 December.Total short notional...
361 Views
CITIC Envirotech: Thoughts on the IFA Report
Citic Envirotech (CEL SP) is a leading membrane-based integrated environmental solutions provider specialising in water and wastewater treatment,...
463 Views
HK - Stocks Higher, Shorts Higher
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 22 November.Total short notional...
335 Views