Hang Seng TECH Index - New Kid On The Block
Last evening, the Hang Seng Indexes Company announced the launch of the Hang Seng TECH Index on 27 July. The new index will track the 30 largest...
648 Views
HK Short Report: Big Short Cover for China Feihe
Hong Kong SFC reported aggregate short position on Jul 10. The aggregate short value for equities increased by $3,515m (+5.7%) WoW and increased by...
270 Views
Comparing the China Bulls: 2020 Vs 2015
In the presentation we analyze the similarities and differences between what is happening in Chinese stock market and what happened five years ago,...
375 Views
Pinduoduo: Profit Outlook Does Not Justify the Current Valuation
The recent rally in the share price puts Pinduoduo (PDD US)’s valuation multiples on par with Alibaba Group (BABA US)’s multiples during the...
460 Views
Chinese Digital Advertising: Best (And Worst) Plays, in Anticipation of the ByteDance IPO
Based on a bottom-up aggregation of reported revenue, the Chinese digital advertising market has grown at a staggering compound annual rate of more...
399 Views