High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

Thematic (Sector/Industry)

<ul><li>One area that appears to be picking up steam is market participants increasingly seeking out alternative non-government published data to inform real time indicators on the health of the US economy, jobs, and inflation.</li><li>There are many reasons alternative data sources are picking up importance including declining survey participation rates, significant and material revisions of prior published data, revisions to weightings or calculation methodologies, among others.</li><li>In particular, the steady structural decline over the past decade of survey responses can lead to inaccurate signals and conclusions with high error rates.</li></ul>

One area that appears to be picking up steam is market participants increasingly seeking out alternative non-government published data to inform real time indicators on the health of the US economy, jobs, and inflation.There are many reasons alternative data sources are picking up importance including declining survey participation rates, significant and material revisions of prior published data, revisions to weightings or calculation methodologies, among others.In particular, the steady structural decline over the past decade of survey responses can lead to inaccurate signals and conclusions with high error rates.

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Feb 3rd.</li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short changes in Bidu, Manulife, Mengniu Dairy, CDF, Tencent, Baba, Anta Sports, Wuxi Bio.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Feb 3rd.
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short changes in Bidu, Manulife, Mengniu Dairy, CDF, Tencent, Baba, Anta Sports, Wuxi Bio.


HK Short Interest Weekly: Short Covers for Tencent, Baba, Anta, Wuxi Biologics

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Equity Capital Markets

Sunshine Insurance Group  Lt / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/sunshine-insurance-group" target="_blank" data-smartkarma-citation="entities:36464:1" rel="noopener">Sunshine Insurance (SUN HK)</a>, a Chinese life and P&amp;C insurance company, is pre-marketing a US$1.0 billion HKEx IPO, according to press reports.</li>
<li>In <a href="https://www.smartkarma.com/insights/sunshine-insurance-group-ipo-the-bull-case" target="_blank" data-smartkarma-citation="insights:85205" rel="noopener">Sunshine Insurance Group IPO: The Bull Case</a>, we highlighted the key elements of the bull case. In this note, we outline the bear case.  </li>
<li>The key elements of the bear case rest on Sunshine Life’s VNB margin decline and agent channel pressure; Sunshine P&amp;C’s regulatory pressure on premiums and the group's declining investment yield.</li>
</ul>



Sunshine Insurance (SUN HK), a Chinese life and P&amp;C insurance company, is pre-marketing a US$1.0 billion HKEx IPO, according to press reports.
In Sunshine Insurance Group IPO: The Bull Case, we highlighted the key elements of the bull case. In this note, we outline the bear case.  
The key elements of the bear case rest on Sunshine Life’s VNB margin decline and agent channel pressure; Sunshine P&amp;C’s regulatory pressure on premiums and the group's declining investment yield.


Sunshine Insurance Group IPO: The Bear Case

<ul>
<li>
<a href="https://www.smartkarma.com/entities/sunshine-insurance-group" target="_blank" data-smartkarma-citation="entities:36464:1" rel="noopener">Sunshine Insurance (SUN HK)</a>, a Chinese life and P&amp;C insurance company, is pre-marketing a US$1.0 billion HKEx IPO, according to press reports.</li>
<li>In 2020, Sunshine P&amp;C ranked seventh and Sunshine Life ranked 12th as measured by original premiums income market share, according to the CBIRC and the Insurance Association of China.</li>
<li>The key elements of the bull case rest on Sunshine Life’s robust premium growth and high persistency ratio; Sunshine P&amp;C’s underwriting profits in 9M22 and its high group solvency ratio.</li>
</ul>



Sunshine Insurance (SUN HK), a Chinese life and P&amp;C insurance company, is pre-marketing a US$1.0 billion HKEx IPO, according to press reports.
In 2020, Sunshine P&amp;C ranked seventh and Sunshine Life ranked 12th as measured by original premiums income market share, according to the CBIRC and the Insurance Association of China.
The key elements of the bull case rest on Sunshine Life’s robust premium growth and high persistency ratio; Sunshine P&amp;C’s underwriting profits in 9M22 and its high group solvency ratio.


Sunshine Insurance Group IPO: The Bull Case

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Cover Story: China’s halting steps to dial back ‘zero Covid’</li><li>Flights to China still lag demand despite easing of some Covid restrictions, sources say</li><li>Canada’s Manulife approved to take full control of its China mutual fund venture</li></ul>

Cover Story: China’s halting steps to dial back ‘zero Covid’Flights to China still lag demand despite easing of some Covid restrictions, sources sayCanada’s Manulife approved to take full control of its China mutual fund venture

CX Daily: China’s Halting Steps to Dial Back ‘Zero Covid’

Canada

Manulife Financial Corporation provides financial protection products and investment management services to individuals, families, businesses, and groups. The Company conducts operations in Canada, the United States, and Asia, as well as reinsurance operations on a global basis.  Manulife offers products such as annuities, pension products, life insurance, health insurance, and mutual funds.

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Manulife Financial (945 HK)

Weekly Stock Bullfinder - Week of 3/6

One area that appears to be picking up steam is market participants increasingly seeking out alternative non-government published data to inform...

Weekly Stock Bull Finder

HK Short Interest Weekly: Short Covers for Tencent, Baba, Anta, Wuxi Biologics

We analyzed the latest HK SFC report for aggregate short position as of Feb 3rd and highlight short interest changes in Bidu, Manulife, Mengniu...

Ke Yan, CFA, FRM

Sunshine Insurance Group IPO: The Bear Case

The key elements of the bear case rest on Sunshine Life’s VNB margin decline and agent channel pressure; Sunshine P&C’s regulatory pressure on...

Arun George

Sunshine Insurance Group IPO: The Bull Case

The key elements of the bull case rest on Sunshine Life’s robust premium growth and high persistency ratio; Sunshine P&C’s underwriting profits in...

Arun George

CX Daily: China’s Halting Steps to Dial Back ‘Zero Covid’

Cover Story: China’s halting steps to dial back ‘zero Covid’. Flights to China still lag demand despite easing of some Covid restrictions, sources say

Caixin Global

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