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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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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