In today’s briefing:
- China Strategy: Are We Still Going to Have January Effect in 2024?
- ASX Short Interest Weekly (Dec 8th): Wisetech Global, Mineral Resource, Liontown, ANZ, CSL
China Strategy: Are We Still Going to Have January Effect in 2024?
- It remains possible for the Hang Seng Index (HSI INDEX) to generate a positive return in January 2024, given that historically there is a high 73% probability of doing so.
- Over the last eleven years, January was also the best-performing one in five of them. Average return for these five was at 7.7%.
- The macroenvironment is also conducive for this pattern to sustain – lower USD rates, rebound in Rmb/USD exchange rate, and more supportive measures from the Chinese government.
ASX Short Interest Weekly (Dec 8th): Wisetech Global, Mineral Resource, Liontown, ANZ, CSL
- We analyzed the changes in short interest of ASX Stocks as of Dec 8th (reported today) which has an aggregated short interest worth USD18.9bn.
- We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases & decreases in short value, short as multiple of ADT.
- We highlight short interest changes in Wisetech Global, Mineral Resource, Liontown, ANZ, CSL, Macquarie, Car.
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