HK Shorts - Covering in Consumer Discretionary Names
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 25 October. Total short...
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ICBC: Steady-State
ICBC (H) (1398 HK) reported a solid set of numbers at Q319 with modest gains in Efficiency and enhanced Capital Adequacy as positive standouts....
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HK Connect Flows: Meituan/Xiaomi Inclusion on Monday Confirmed
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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Keppel Corp: Underweight and Unloved - Fund Positioning Analysis
In light of the Temasek stake in Keppel Corp Ltd (KEP SP) we thought it useful to provide an update on fund positioning among Global and Asia...
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Last Week on China Internet (21Oct19): Baidu Saves Paper Cup, Tencent Signed up China's Largest Bank
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
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