HK Connect Flows: Close Meituan/Elong Trade with a 14.5% Profit
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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HK Connect Flows: USD 729 Million Inflows into Meituan Since Inclusion
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...
387 Views
China Banks: Long ICBC, Short Bank of Tianjin
We advocate a Long-Short trade over a 12 month horizon in ICBC (H) (1398 HK) versus Bank Of Tianjin (1578 HK) Our conviction is that shares of...
382 Views
Long-Short Pair Trade: ICBC - Bank of Nanjing
We advocate a Long-Short trade over a 12 month horizon in ICBC (H) (1398 HK) versus Bank Of Nanjing Co Ltd A (601009 CH) . Our conviction is that...
404 Views
HSCEI Dividends - Better Results Increase Expected Fair Value
Since we published our earlier Insight, the HSCEI dividends futures expiring in December 2020 have moved up 1.9% mainly driven by strong Q3...
314 Views