Market Monitor: A Corona Hangover
The year of rats brought us the elephant in the room, a new strain of Coronavirus (COVID-19) which is an ironic germ cousin of the black death...
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HK - Big Shorts in Financials and Consumer Discretionary Names; A Look at Airline Stocks
We take a look at the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 17 January 2020.Total...
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HK - Shorts Drop on Banks: Minsheng, Hang Seng Bank, BEA Stand Out
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 3 January 2020.Total short...
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Asian Bank HY Credit Weekly: What Looks Mispriced Entering 2020
Risk-on market sentiment pushed Asian bank High Yield and X-over Subordinated debt, as well as X-over Senior Unsecured US$-bond spreads tighter in...
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HK Connect Flows: Chinese Were Buying Banks
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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