HK Strategy: Where Are the Short-Term Opportunities?
Li Auto, Link REIT, China Mengniu, Hang Lung Properties, and Galaxy Entertainment are massive laggards YTD but the recent rebound from the trough...
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Last Week in Event SPACE: HK Southbound, Jardine Cycle, Keisei/Oriental Land, BHP/Anglo American
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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HK Strategy: What Are the Winners if US Hike Rates Instead of Cut?
HSI constituents like Orient Overseas, Budweiser Brewing, Galaxy Entertainment, Sunny Optical, and Haier Smart Home are set to gain in case the...
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Hang Lung Properties (101 HK): Scrip Div Helps the Family to Chip Away at Minorities
The Chan family have plenty of headroom to chip away at minorities before breaching the 25% public float requirements. HPL’s valuation is...
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Hong Kong: Q1 Short Interest Recap
Short notional in Hong Kong is HK$338bn and has been falling over the last 3 years due to a drop in the market. We look at stocks that have seen...
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