Alibaba, ICBC, Tencent, and Ping An
The YTD performance of HSI -22%, HSI Tech Index -35%, HSI Properties -18.6%, and continued 23-25% short trading volume are set up for sharp rallies.
283 Views
CALB IPO Trading - Last of the Lot with the Least Demand of the Lot
CALB raised around US$1.2bn in its Hong Kong IPO, after pricing its offering at the low-end. In this note, we talk about the demand for the deal...
390 Views
Kakao Pay Placement Lockup Expiry - Alipay Is Soon Going to Be Free to Shed Its US$1.6bn Stake
In early Jun 2022, Alipay raised around US$386m via selling 3.3% of outstanding shares of Kakao Pay (377300 KS). That was the first selldown by...
378 Views
EQD | Tencent (700 HK): Time to Take off Hedges and Leverage up Using Options
We take another look at Tencent, evaluating the derivative trades highlighted in September and suggest new option structures to play the upcoming...
310 Views
Hong Kong Connect Flows Monthly: $4.4bn Inflows in September
We analyzed the Shanghai/Shenzhen Connect Scheme for September and highlight flows for Tencent, Wuxi Biologics, China Mobile, CNOOC, BYD and...
196 Views