Asia HY Trade Recommendations - January 2020 - Lucror Analytics
The Asia HY Trade Recommendations report for January includes a summary of our recommendations, as well as our high-conviction ideas. We also...
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HK - Big Shorts in Financials and Consumer Discretionary Names; A Look at Airline Stocks
We take a look at the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 17 January 2020.Total...
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HK Connect Flows: One Year High Inflows into Tencent
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 - 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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Shimao (世茂房地产) Placement - Another Opportunistic Offering but Momentum Bodes Well
Shimao Property Holdings (813 HK) is looking to raise US$489m in its top-up placement. Proceeds will be used for general corporate...
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