Stock Short Ideas Within an Index Long Environment
Positioning is quickly shifting to more index net longs and we are on the hunt for stock shorts in Asia given the more bullish Q4 seasonality and...
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HK Property Relief Points and Sell Levels
Hong Kong property has seen a degree of short covering and the current recovery rise at this stage appears corrective in nature. We outline turn...
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New Worlds' Land "Donation"
"New World Development donates 3m square meters of agri land". "New World donates 3 million square feet of land". Just two local media headlines...
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StubWorld: Wheelock's NAV (Unjustly) Narrows; A Case For Naspers' NAV To (Further) Narrow
This week in StubWorld ... Wheelock (20 HK)'s outperformance relative to peers and the HSI is challenging to justify; more so after a property...
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TRADE IDEA - Hang Lung (10 HK) Stub: A Timeless Arb
An old favorite in the Asian arbitrageur's investment universe is the Hang Lung stub. The Hang Lung Group acquired Hang Lung Properties (formerly...
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