Major Indexes Testing Resistance
Positive news flow surrounding COVID-19 is encouraging on many fronts. Still, despite encouraging news and the relief rally in global equities,...
320 Views
China Meidong (1268 HK): Standout Performer All-Around, YTD +31% As China Luxury Car Demand Recovers
As investors, we always strive to find ten baggers. Stocks that go up 1,000% are rare. Auto dealers that go up 1,000% in 3 years are unheard of....
450 Views
EM Outperforming; Favor EM over EAFE
China (MSCI China, Shenzhen A Share) offers a plethora of attractive setups and is a major focus in today’s report. Taiwan (TAIEX) is another focus...
306 Views
HK - Shorts Increase on Alibaba, Xiaomi, AIA, Bud APAC; Decrease on Tencent
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 27 December.Total short notional...
353 Views
China Zhengtong: Tailwinds from China’s Luxury Car Market Resilience Going Unnoticed - Quantamental
China Zhengtong Auto Services (ZhengTong) is a leading 4S dealership group with 141 dealership stores in 41 cities across 17 provinces within...
431 Views