HK Shorts - Bottom Forming for China Megabanks?
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 11 October.Total short notional...
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HK Shorts - The Many Faces of Consumer Discretionary Stocks
We analyse the latest SFC data released this evening on short position reporting in Hong Kong for the week ended 4 October.Total short notional in...
444 Views
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...
455 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...
358 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...
357 Views