HK/China: THE BIG SHORT (SQUEEZE)
Even though HK/China tech names have surged, short positions have not covered. The large underweight position in HK/China by international funds...
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Global Emerging Markets: Reporting Season Summary, 3Q2024
In this quarterly insight, we analyse recent GEM reporting trends by looking at Sales and EPS growth, size and percentage of positive surprises,...
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BUY/SELL/HOLD: Hong Kong Stock Updates (September 21)
Conglomerate stocks in Hong Kong have outperformed this month. Weibo target price is upgraded and Dongfang Electric is intiated BUY. CEE saw a...
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Hang Seng, HSCEI, HSTECH Sep24 Rebal Final Capping Flows
The final capping levels for the major Hang Seng indices were set based off today's closing prices. The rebalance is at the close on Friday 6...
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HSI, HSCEI, HSTECH, HSIII: Rebalance Flows Post Capping (Sep 2024)
The September rebalance of the HSI, HSCEI, HSTECH and HSIII indices will use today's closing prices for capping. The round-trip trade across the...
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