HSBC Holdings Plc – Not Buying It
Weak 1Q20 Result: HSBC Holdings plc (HSBA.LN/5.HK) [HSBC] reported 1Q20 earnings of USD 2.25bn – missing consensus forecasts by 13%. Linked...
326 Views
MTR Corp. - Railroaded
Weak 2019 Results: MTR Corp. (66.HK) [MTR] reported 2019 net profit of HKD 11.9 bn. Higher development property profit was attributable to surplus...
323 Views
Roundup of HK-China Investors This Week
Our visits in Hong Kong this last week had a very uniform theme of HK-China continuing to come off from over-bought positions. Views from seasoned...
441 Views
Asia Pacific X Japan Portfolio Builder #6 - Hong Kong Underweight but Not Short.
There is a disconnect between the expectation of higher rates in Hong Kong and actual HIBOR experience. Investors have aggressively sold...
179 Views
President Park Is Officially Impeached
The South Korean President Park Geun-Hye was officially impeached today, with the South Korean Supreme Court upholding the impeachment decision....
199 Views