Health & Happiness (1112 HK): 2H2020 -Strong Sales Growth in China Calms Daigou Pain. Stock Upside
2H2020 improves earnings growth visibility, underpin stock upside. Attractive dividend yield offers strong downside protection. Quicker resumption...
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Hengan (1044) Vs Vinda (3331): Which One?
In the past 3 months, Vinda International Holdings (3331 HK) share price has outrun the Hang Seng China Enterprises Index (HSCEI INDEX) index by...
470 Views
Global Equities (ACWI-US) Likely to Retest the March Low
We continue to believe global equities (ACWI-US) are likely to test the recent low made on March 23, with an undercut of roughly 10% also in the...
414 Views
Global Equity Strategy: Initial Low Established
Several equity indexes and indicators we watch are telling us an initial primary low has been established for global equities (ACWI-US). At the...
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Trade Idea (Update): What's Next After HSCI Review Announcement
After the market close on Feb 21st, Friday, Hang Seng announced the results of the index review for the 4Q2019. In our previous note (link here),...
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