Last Week in Event SPACE: Topcon, Heavy Rare Earth Elements, Wakita, Swire/Cathay, Horizon Robotics
It’s Sunday (and Easter)! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
553 Views
StubWorld: Swire Is "Rich" To Cathay; And Cathay "Cheap" To Air China
At these NAV discount levels, I might look to set up the stub, and short Swire Props, which accounts for ~90% of Swire Pac's mkt cap. The ongoing...
468 Views
Monthly Chinese Tourism Tracker | Growth of Travel Demand Slowed in January-February (March 2025)
The growth of Chinese travel demand appeared to slow in the first two months of 2025. We believe the Chinese airlines can continue to outperform...
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Hong Kong Single Stock Options Weekly (March 03 – 07): From Caution to Euphoria as Sentiment Flips
​Stocks surged as market sentiment reversed, with lower single stock option volumes compared to previous weeks. Unusual moves in price, volume, and...
363 Views
Monthly Air Cargo Tracker | January: Soft Demand, Low LFs | Ocean Growth > Air Growth (March 2025)
Air cargo demand in January 2025 softened, although some of this may be attributed to timing of the LNY holiday. Air cargo utilization is low (and...
494 Views