Global Funds China Fall: Gap to US Largest in History
China allocations among Global active funds have fallen to below pre 2017 levels. Average holding weights among the 381 funds in our analysis...
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Joyy’s Potential Privatisation by Top Two Shareholders
Joyy's rumoured privatisation bid is at $75-$100 per ADS. Our base-case SOTP valuation is $71.69, a 16% premium to the last close. Consequently,...
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Asia Shorts: Shenzhou, Xiaomi, BABA, BYD, Renesas, Shionogi, Freee, Celltrion, LGD, Novatek, Wan Hai
The Insight looks at movements in short interest across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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Hong Kong Buybacks: Country Garden, Tencent Xiaomi Led the Buybacks
We highlight that the top 3 companies that repurchased the most shares in the past seven days were Country Garden Services (6098 HK), Tencent (700...
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Tencent: Investees, the Potential for ST Earnings Miss, and an Attractive LT Entry Point
In this insight, we take a detailed look at Tencent’s listed Investees, their impact on valuation, and the potential for a near-term negative...
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