HSCEI Dividends - Buy the Dip
Since we published our earlier Insight, the HSCEI dividends futures expiring in December 2020 have sold-off around 7% mainly driven by a 4%...
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Focus Industries for Asia Ex-Japan Fund Managers
In this report, we analyse Asia Ex-Japan fund positioning across the key Asian industry groups. The analysis measures current sentiment across all...
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HK Short Interest - Numb3rs, Ch@rts and Financial Stocks
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 16 August.Total short notional...
381 Views
Taiping (966 HK): Looks Cheap For The Growth, But Do The Quality Concerns Matter?
China Taiping Insurance Hldgs (966 HK) is perceived by the market as a lower quality Chinese Insurer, relative to China Pacific Insurance (Group)...
408 Views
Shanghai/Shenzhen Connect Ideas: Ping An Results/Buybacks, Tsingtao A/H (2019-08-16)
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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