Global Mobility/Transport, Equity Long-Short

Mohshin Aziz

Capital market veteran with 22 years experience with stints as an analyst (sell-side & buyside), investor relations and fund manager. 

My key expertise in the aviation sector. My definition of "aviation" includes airlines, travel tours, airports, airport retail & services, OEMs, online travel agents, aircraft lessors, air cargo/logistics, etc.   

I have an active watchlist consisting 190 companies across 41 countries. The aviation sector is highly cyclical and I am constantly evaluating signals to uncover attractive trade opportunities.

Thematic (Sector/Industry)

Macau Financials / Thematic (Sector/Industry)

<ul>
<li>Hong Kong is trading at cheap levels based on P/E, P/BV, and P/CF, both against its own history and the valuation gap against other major markets. </li>
<li>Many companies are paying good dividends, the top-10 highest yielding stocks averages at 8.7%. Dividend cover is solid (&gt;1x), and all are big MCAP with decent ADTV (&gt;USD2m). </li>
<li>Investors have been underweight China/Hong Kong for a long time. Even high quality blue chip stocks are trading at single-digit PE and paying dividends &gt;6%. </li>
</ul>


Hong Kong is trading at cheap levels based on P/E, P/BV, and P/CF, both against its own history and the valuation gap against other major markets. 
Many companies are paying good dividends, the top-10 highest yielding stocks averages at 8.7%. Dividend cover is solid (&gt;1x), and all are big MCAP with decent ADTV (&gt;USD2m). 
Investors have been underweight China/Hong Kong for a long time. Even high quality blue chip stocks are trading at single-digit PE and paying dividends &gt;6%. 


Dividend Stocks For Market Turbulence: Hong Kong H-Shares Market