Revisiting China Merchants Ports (144 HK)
For now, I would expect CMG to continue to chip away at CMP (144 HK)'s minorities - it currently holds 72.02%, up from 63.09% when the...
371 Views
HK CEO & Director Dealings (19th Aug 2024): Merlin Selling Swire Pac/Props; Chans Buying Hang Lung
The data in this insight is collated from the "shareholding disclosure" link on the HKEx website. Of interest is Merlin Bingham Swire selling...
239 Views
HSCI Index Rebalance: 38 Adds, 29 Deletes & Changes to Southbound Stock Connect
There are 38 adds and 29 deletes for the HSCI at the September rebalance to take the number of index constituents up to 518. There will be a lot of...
347 Views
HSCI Index Rebalance Preview and Stock Connect: Potential Changes in September
There could be nearly 80 adds/deletes for the HSCI in September. That will trigger changes to the Southbound Stock Connect list and increase flows...
513 Views
Hong Kong Property: In Need Of A Good Story
Upgrading and flight-to-quality in the office space has the affect of lifting occupancy in new projects; however such activity largely foreshadows...
200 Views