HK - Consumer Discretionary and Consumer Staples Stocks with High Southbound Shareholding
With trading on mainland China stock exchanges suspended for the rest of this week while trading in Hong Kong begins tomorrow, we take a look at...
334 Views
Pacific Textiles – Still an M&A Candidate but Now Cheaper and with Stabilising Earnings
In May 2018 we noted that Pacific Textiles was looking cheap based on its valuation, dividend and the potential for a follow-on partial tender by...
496 Views
HK Connect Ideas: Sunny Optical, Shenzhou Intl, AIA, Weak Flows Ahead of Golden Week (2019-09-27)
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...
490 Views
Xinyi Energy (信义能源) IPO: An Overvalued Deal Disguised by High Dividend
Xinyi Energy, the subsidiary holding solar assets of Xinyi Solar Holdings (968 HK), started book building today. In our previous insights, we have...
696 Views
EM Strategy: Remain Overweight India
In this report we provide a synopsis of EM markets. We also scour the EM universe for attractive and actionable opportunities, highlighting...
429 Views