Rising US Interest Rate: A Look at Which HK Blue Chips Are Less Vulnerable
We look at what companies in the Hang Seng Index are more immunized to the rising US interest rate environment; and found the top five are with...
211 Views
HSCEI Index Rebalance Preview (March 2022): One Potential Change with Caveats
Xinyi Solar could replace Evergrande Property Services in the HSCEI at the March rebalance. Changes in the FAF for the stocks could either mean no...
483 Views
“Buy the Worst” Strategy into Year 3: What's on for 2022 to Beat the HSI?
Our "Buy the Worst" strategy outperformed HSI by a massive 26.1pp YTD. For 2022, new names are Haidilao, Ali Health, Alibaba, Sands China and...
659 Views
HSCEI Dividend Futures: 2022 Close to Fair; Sell 22/23 Steepener
The HSCEI 2022 dividend futures are trading close to fair but there are a lot more negative catalysts that will have a bigger impact than positive...
347 Views
Xinyi Solar – Putting Its Balance Sheet to Work Could Generate Significant Upside
Xinyi Solar’s multiples trail peers by a significant margin despite a strong position in solar glass and an extremely profitable solar farm business.
238 Views