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...
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HK Connect Ideas: Divergence of Post-Inclusion Performance (2019-09-13)
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...
377 Views
Hong Kong Short Sell Reporting - Insights from 19 July Data
We analyse the latest SFC data released last evening on short position reporting in Hong Kong for the week ended 19 July.Total short notional in...
531 Views
Traton IPO (Part 2): Valuation and Financial Outlook Just Reasonable
TRATON (Part 2- Financial Outlook and Valuation):In our earlier report, we covered TRATON’s background, its business model, the growth prospects...
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China Heavy Machinery-Back to Doldrums in 2019
We estimate China's heavy machinery sector sales turn weaker in 2019E because Incremental demand on main machines, excavators, loaders, heavy duty...
457 Views