China Banks: Income Opportunities Compensate for Balance Sheet Risks.
Chinese banks are not excessively valued on a P/Book, PER, Franchise Valuation, and Dividend Yield basis. One can pick up shares in the low-risk...
469 Views
HK Connect Ideas: First Weekly Outflows in 19 Weeks, SMIC, Auto Sector (2019-09-20)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
374 Views
HK Connect Ideas: Divergence of Post-Inclusion Performance (2019-09-13)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
377 Views
HK Short Interest - Casinos, REITs & Rising Shorts
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 23 August. Total short notional...
435 Views
HK Connect Ideas: Strongest Weekly Inflows, CCB, Tencent, Meituan (2019-08-23)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
412 Views