Buying Wharf's Bull Triangle
Our tactical stance on HK property has called for an underperform (pair short on the property sector/SHK). We are keen to buy back mainland...
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StubWorld - Set-Up & Unwind Extremes: Orion Holdings, AVIC
This week I briefly look at recent bifurcations in Orion Holdings Corp (001800 KS), Avic International Holdings Ltd (161 HK), amongst others.These...
211 Views
StubWorld - Set-Up/Unwind Extremes: Rusal, PCCW, Kingboard
This week I briefly look at recent (& ongoing) bifurcations in United Co Rusal Plc (486 HK); PCCW Ltd (8 HK); Kingboard Chemical Holdings (148...
201 Views
Where We Are Adding Risk in Asia - Korea Focus
The following update was issued over the weekend which outlines our more bullish view on Korea and stocks we like in Korea, Taiwan and Hong Kong as...
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Last Week in Event SPACE - Henderson, Akatsuki, Lotte
This week, is Henderson Land Development (12 HK) truly the bastion of affordability? Game-on for Akatsuki Inc (3932 JP) and the Lotte Shopping Co...
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