Geely (175.HK):Keep Calm and Accumulate Geely
Geely's share price overshot near-term fundamentals in April in our view, and recent correction of the share price brings back the investment...
701 Views
HK Connect Ideas: Tencent Inflows and Geely Outflows (2019-05-10)
In our weekly HK Connect Ideas series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
681 Views
HK Connect Ideas -Â April Snapshot (WH Group, Ping An, Geely)
This is a monthly version of our HK Connect Ideas weekly note, in which I highlight Hong Kong-listed companies leading the southbound flow on a...
899 Views
Global Equity Strategy:Â Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
595 Views
HK Connect Ideas: Tencent Inflows Not Sustained After Game Approval (2019-04-12)
In our weekly HK Connect Ideas series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
795 Views