AIA - New CEO to Focus on China As Hong Kong Slows
* New CEO More Like A Hail Mary For China China. It’s unclear as to how Mr. Lee can address the geographic and agents in force dilemma that AIA...
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HK - Sniffing Out The Shorts
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 15 November.Total short notional...
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CSRC Green Lights Full Circulation Of H Shares
Back in June last year, I flagged (Legend's Conversion of Domestic Shares) 850mn shares entering Legend Holdings Corp H (3396 HK)'s share registry...
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China Macro - Impact on Financials
* Fiscal stimulus continues to play a major role in supporting growth next year; * Restarting the capex cycle is a key gov’t focus to revive...
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OneConnect Financial Pre-IPO - The Negatives - Previous Valuation Might Have Been Too Demanding
OneConnect Financial Technology (OCFT US) plans to raise around US$500m in its US listing. OC is a part of Ping An group. It provides cloud-native...
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