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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HK - Huge Sectoral Divergence in Shorts
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 10 January 2020.Total short...
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HK Connect Flows: Chinese Buying Xiaomi, Tencent, Meituan
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 Drop on Banks: Minsheng, Hang Seng Bank, BEA Stand Out
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 3 January 2020.Total short...
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OTP Bank: Cracks in the Lustre of Popularity
At Creative Portfolios, we do not like overcrowded trades. Regarding EM banks, there are a number of popular choices. As Steven Holden shows us,...
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