Shift Exposure From EAFE to EM
We are recommending a shift from developed international markets (EAFE) to emerging market equities, as the MSCI EM index is breaking topside...
756 Views
HK - Shorts Increase on Tencent, Ping An, China Mobile, Alibaba
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 13 December.Total short notional...
643 Views
HK - Stocks Higher, Shorts Higher
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 22 November.Total short notional...
326 Views
Meidong - Multiple Expansion To Facilitate M&A?
China Meidong Auto (1268 HK) has had a tremendous run over the last few months. The stock trades at 18x PE 2019 on my numbers. The next best stock...
506 Views
HK - Sniffing Out The Shorts
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 15 November.Total short notional...
431 Views