Trip.com - Queen of Corona
C-Trip to Signifcantly Be Punished: Mainland China will be at the epicenter of this tourism slowdown. Trip.com is key player in the local tourism...
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HK - Big Shorts in Financials and Consumer Discretionary Names; A Look at Airline Stocks
We take a look at the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 17 January 2020.Total...
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Shanghai/Shenzhen Connect Flows: Midea, Ping An Bank/Insurance
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
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HK Connect Flows: One Year High Inflows into Tencent
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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Ping An Long/Tencent Short Pair
We are long/bullish Ping An Insurance (H) (2318 HK) from some time ago (87 region) and just sold Tencent Holdings (700 HK) at 387 (too...
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