HK Shorts - The Many Faces of Consumer Discretionary Stocks
We analyse the latest SFC data released this evening on short position reporting in Hong Kong for the week ended 4 October.Total short notional in...
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Health & Happiness (1112): Buy - Unjustly Punished!
Health And Happiness (H&H) (1112 HK) 1H 2019 result was better than its Australian competitor, Bellamy, whose product is perceived to be...
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HK Connect Ideas: One Step Closer to Xiaomi/Meituan Inclusion (2019-08-02)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
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Chow Tai Fook (1929): Protest Casualty
The ongoing protest in Hong Kong does not help to lift up the already dull retail sales growth in 2019. Although mainland Chinese tourists still...
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Oriental Watch: +55% in Last 5 Months; Several Data Points Suggest More Upside Ahead
Oriental Watch Holdings (398 HK) has been performing strongly since my write-up late 2017. Shares are up 55% since then (from 1.75 HKD to 2.70 HKD...
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