The Privatisation Of Hong Kong Godfathers
The privatization of Hopewell Holdings (54 HK) (discussed in Hopewell's Egregiously Bad Offer, But What Can You Do?) was somewhat of a sea change...
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StubWorld: Holdcos Behaving Badly
My second dose of StubWorld for the week is essentially an exercise in illustrating (as is evident) the truly extraordinary moves over the past...
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HK - Sniffing Out The Shorts
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 15 November.Total short notional...
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HK Short Interest - The IT Crowd
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 13 September. Total short...
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BBSP Asia Weekly Equity Book
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ SOUTH KOREA:...
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