3SBio: Valuation Trap with Tell-Tale Signs of Corporate Governance Issues
3SBio is a leading pharmaceutical company in China. It has a dominant market share in two of its key products. Recently, the company's share price...
342 Views
"Buy the Worst" - A Simple Strategy to Beat the Hang Seng Index in 2020 and the Years to Come?
Based on a "Buy the Worst" strategy, we can achieve a 39pp outperformance against the HSI over the last three years. Instead, using a "Buy the...
911 Views
HK - Alibaba Most Shorted; Xiaomi, Yuhua Edu, AAC Tech, CNBM Covered
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 6 December.Total short notional...
404 Views
Hansoh Pharma's Lock-Up Expiry: Valuation and the Trade
Lock-up restriction for Hansoh Pharma's controlling shareholder, pre-IPO investors and cornerstone investors will expire on December 14th. We...
449 Views
Hansoh Pharma's Lock-Up Expiry - New Drugs Offset the Impact of Centralized Procurement
Lock-up restriction for Hansoh Pharma's controlling shareholder, pre-IPO investors and cornerstone investors will expire on December 14th. As we...
418 Views