China & HK Strategy: Names to Watch for Market Value Management
CSRC's Market Value Management Guidelines will benefit the H-share banks and infrastructure construction companies because their A-shares have P/B...
167 Views
The Brand Spanking New Extra Spiffy 🦄H/A-Share Discount/Premium Weekly (As of 11 Aug 2023)
Quiddity's New & Improved And Really Quite Spiffy H/A Discount Monitor. All the H/A Pairs, universe & sector metrics, with interactive tables and...
683 Views
Quiddity Leaderboard SSE50/180 Jun 24: US$2bn One-Way; LONGs up +9.8% Vs SHORTs in ~2 Months
I estimate one-way turnover to be roughly US$2bn. Since 12th March 2024, the LONGs have outperformed the SHORTs by 9.77%.
337 Views
Quiddity Leaderboard SSE50/180 Jun 24: Past Trades Successful but Time to Unwind Some
Since 12th March 2024, the LONGs are up 5.42% and the SHORTs are down 0.15% on average. It is time to unwind a couple of these pair trades while...
384 Views
Quiddity Leaderboard SSE50/180 Jun 24: Some New Trade Ideas
SSE 50 expected ADDs and DELs could see US$1.7bn index buying and US$842mn index selling respectively. Flow expectations have increased due to an...
327 Views