Asia Short Interest: Xinyi Solar, Alibaba, Tencent, ENEOS, Resona, Toshiba, Samsung, TSMC, Yageo
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
351 Views
HSCEI Dividend Futures: June Index Review, Bank Divs, HFCAA - Sell the 2021/22 Steepener
While the HSCEI 2021 dividend futures are trading near our estimated fair, the HSCEI 2021/22 div steepener is not. We recommend selling the...
558 Views
Xiaomi (1810 HK): Market Was Wrong After 4Q20 Result, Upgrade to Buy
The market rushed to sell the stock after the 4Q20 result, but we believe that was a wrong action.The gross margins of all business lines improved....
452 Views
Erajaya (ERAA): Lack of Short Term Catalyst but March on Long Term
The short-term outlook for having Erajaya pales in comparison to its long-term prospect therefore after a 76% return in 6 months, maybe it is time...
223 Views
Xiaomi 4Q: Revenues Surge as Huawei Struggles but a Chip Shortage Could Hurt Top Line and Margins
Xiaomi has a reputation for cheap mid-range smartphones and any increase in prices could impact the company’s market shares.
241 Views