Trip.com - Another Ugly Corona Virus Update
Trip.com Should Get a Significant Downward Re-Rating: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues...
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HK - Shorts Pile Into Tencent, CCB, Ping An, Sunny Optical, AIA; Cover Mobile, China Tower, BYD
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 7 February 2020.Total...
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HK Connect Flows: $1.3bn Inflows in Three Days After CNY
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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HK - Shorts in the Time of Coronavirus
We take a look at the latest SFC data released Tuesday evening on short position reporting in Hong Kong for the week ended 24 January...
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Ping An A/H Premium - The Pendulum Swings to the Other Extreme
Back in September 2019, we wrote an Insight Ping An A/H Premium - Near the Highs when the A/H premium was trading at 8% and recommended selling the...
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