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...
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YUM China (YUMC): Growling Chicken
The Asian Swine Flu has caused pork prices to increase and shift of protein consumption from pork to others such as chicken. The company does not...
540 Views
Taste Gourmet - Small Is Beautiful
This insight focuses on a small "gem" listed in HK, Taste Gourmet Group Ltd (8371 HK) a restaurant operator with all its revenue currently in HK. ...
992 Views
Meituan (3690HK): Restaurant Review App, the Main Profit Source and Its Advantage over Alibaba
We believe Dianping, the restaurant review app, is the main source of Meituan’s profits. Alibaba Group Holding (BABA US) followed Dianping to...
569 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...
707 Views