Asia Short Interest Weekly: Tencent, Want Want, Showa Denko, NBF, LG Chem, AmoreCorp, Pegatron
The Asia short report highlights large movements in weekly short interest across HK, Japan, Korea and Taiwan to be used as an input in trading...
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China's Next Generation: Diversifying Away from Tencent and Alibaba.
China exposure is becoming more concentrated in a small number of large cap stocks. We identify the next generation of China stocks by analyzing...
396 Views
Xiaomi 3Q: Strong Smartphone Demand Across Domestic and Overseas Markets, Shares Are Still Expensive
Xiaomi reported its 3Q2020 results yesterday (24th November 2020) which saw revenues growing 34.5% YoY while reported OP grew 115.1% YoY to...
234 Views
China Internet Weekly (23Nov2020): HUYA’s Violence, TME’s Porn, and BIDU Acquired a Short Target
Huya security guard carried an employee out of office by force. Shenzhen Authorities suspended Tencent Music ’s karaoke for 30 days. Baidu acquired...
256 Views
Hang Seng TECH Index Rebalance: Two Changes as Assets Continue to Grow
The first review of the Hang Seng TECH index has 2 inclusions and 2 deletions. Assets benchmarked to the index are north of US$1.1bn and will...
429 Views