HSCEI Index Rebalance: Li Ning's Double Inclusion; Alibaba Capping Leads to High Turnover
Li Ning and JD Logistics have been added to the HSCEI while Anhui Conch and Shimao Prop have been deleted. Alibaba's weight in the index will be...
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Asia Shorts: Meituan, Geely, Kuaishou, COLI, Toshiba, Freee, NCSOFT, SK Tel, Yang Ming, Wan Hai, EMC
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
271 Views
Hong Kong Connect Flows: Inflow Reversal Positive After 6W of Outflows
We highlight the inflows into Hong Kong stocks from mainland turn positive after six weeks of outflows. Top three stocks to highlight are Tencent...
118 Views
DoorDash 2Q21 Earnings: Awaiting Deceleration
DoorDash appears to be well run and is executing, buts its valuation is nonsensical at 12x forward sales vs. a peer group average of 4x. We’d pair...
244 Views
Coupang (CPNG US): Heavier Bleeding Takes the Wind Out of Coupang's Sails
Coupang's share price fell 8% after the company's 2Q21 results were announced. Does this present an entry opportunity? I believe there is still a...
334 Views