Global Equity Strategy: Still Bullish, But Extended Near-Term
Global equities continue to trend higher following breakouts that have occurred during the past two weeks. Over this timeframe we have been...
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Topsports - Nike Results Are Encouraging for the Short-Term but Not so for the Long Term
Nike Inc Cl B (NKE US) reported its results yesterday for the quarter ending Feb 20. In its results briefing it provided an update on its China...
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Trade Ideas: China Showing Signs of Recovering While the Rest of the World Slows Down
There are now various media reports and company filings indicating that the on-the-ground situation in China is starting to improve. To add to that...
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Topsports Lock-Up - Hasn't Corrected as Much, Watch Out for the Debt at Parent Level
Topsports International (TOP HK) (TIH) raised US$1.0bn in its Hong Kong listing and started trading on 10th Oct 2019. Its IPO lock-up will expire...
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Trade Idea Update/HK Connect Weekly: Inclusion Effective Today, XD +10%
In this insight, we will provide an update on the inclusion news today and recap on the basket performance of stocks that are included into the...
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