HSCEI Dividend Futures - Sell The 20/21 Spread
Since we published our last Insight, the HSCEI dividend futures expiring in December 2020 have sold off 7.5% mainly driven by lower economic...
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COSCO Shipping Energy (1138 HK): 10-Year Low Valuation Reflected Worst Case Scenario
Cosco Shipping Energy Transportation Co. Ltd. (H) (1138 HK), CSET, experienced a 11% drop in its share price in the last five trading days on the...
391 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Reforms, HomePro, and SCC's Packaging IPO
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
331 Views
WTI Breakout Levels and Energy Plays in Asia
W&T Offshore (WTI US) is pressing on key resistance at 64/65 after clearing the 60.50 breakout barrier. Increased Iran tensions favor a push...
313 Views
"Buy the Worst" - A Simple Strategy to Beat the Hang Seng Index in 2020 and the Years to Come?
Based on a "Buy the Worst" strategy, we can achieve a 39pp outperformance against the HSI over the last three years. Instead, using a "Buy the...
924 Views