Asian Consumer Staples - Inflation Hedge?
Consumer Staples are a good inflation hedge, but only if they can pass on the increase in raw material costs to end consumers. In a scenario of...
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HSCEI Rebalance Preview - June 2020
The Hang Seng Indexes Company Limited (HSIL) will announce the results of the 2020 Q1 review of the Hang Seng Family of Indexes on 15 May 2020. The...
496 Views
Kilcoy Global Foods Pre-IPO - A Lot of Things Still Remain Unexplained
Kilcoy Global Foods (KIL HK) (KGF) plans to raise up to US$400m in its Hong Kong listing. KGF is a premium food solutions provider with a focus on...
581 Views
HK Connect Flows: Tencent, Xiaomi, HKEX, and WH Group
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...
409 Views
Cafe De Coral (341): Pork, People, and Protest!
The rising minimum wage that was announced in May this year, an increase in pork price due to African Swine Flu, and a prolonged protest in Hong...
474 Views