Hong Kong Exchanges & Clearing – Glitter Is Gone
HONG KONG EXCHANGES: HKEX reported 2Q21 weak earnings, declining 27.9%. Results were highlighted by HKEX’ marginally negative operating jaws. HKEX’...
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Hong Kong Connect Flows: Inflow Reversal Positive After 6W of Outflows
We highlight the inflows into Hong Kong stocks from mainland turn positive after six weeks of outflows. Top three stocks to highlight are Tencent...
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Asia Shorts: HKEX, Mengniu, Kuaishou, AIA, Sharp, Yaskawa, Kumho, HMC, Celltrion, TSMC, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
280 Views
Singapore Exchange – Completely Distracted
SINGAPORE EXCHANGE: SGX FY 2H21 result declined 14.6% HOH due to rising costs. This is a distracted company with three bolt-ons in last year....
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China Equity Strategy: Tug of War, Policy Uncertainty and Plenty Liquidity
We remain sanguine on China equity market outlook in 2H 2021 given the earning growth and plenty liquidity, but would wait for more clarity on...
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