SH/SZ Connect Flow Weekly: Goertek, Luxshare, Yonghui, China Tourism
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to highlight key stocks and sectors which the mainland investors traded via the...
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Casetek - Pegatron: WFH Dynamics Mean Taiwan Cash Merger Trading Cheapish?
On 13th August 2020, Taiwan-listed electronic manufacturing giant Pegatron Corp (4938 TT) announced they would be acquiring the remaining 40% of...
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Active Fund Manager's Favoured (And Least Favoured) China Stocks
In this report, we show 2 portfolios based on the most favoured and least favoured stocks among High Active China focused equity managers. The...
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O-Net’s Privatisation Bid
O-Net Technologies (Group) (877 HK) designs, manufactures and sells optical networking products for the high-speed telco and data communications...
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Global Equity Chart Book: Stick With EM Over EAFE
With RS uptrends intact we continue to recommend Sector overweights to MSCI EM Technology, Consumer Discretionary, Health Care, and Communications....
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