Hong Kong - 2019 Short Interest Recap
Using the SFC short data report released weekly, we take a look at the short interest on Hong Kong listed names for the year. For stocks with short...
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Kunlun Energy (135 HK): No Immediate Impact from National Pipeline Company
The official formation of the China Oil & Gas Piping Network Corporation (COGPNC) today marked an important step in reshaping the operating...
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The Aramco IPO and China's Participation
Aramco is coming to market with the IPO announced almost two weeks ago and pricing ranges due this Sunday. The big players will be oil majors and...
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China Mega-Oil: Impact of Aramco IPO
Chinese state owned companies are likely to invest in the Saudi Aramco IPO, which could potentially occur through Sinopec, PetroChina or CNOOC. We...
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Saudi Aramco - Prospectus Review - Low Beta Yield Play
658 pages of fun lead us to the same conclusion from our previous note. This will be a low beta asset and the yield is key. Our assumption...
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