HK Short Report: Big Short Cover for China Feihe
Hong Kong SFC reported aggregate short position on Jul 10. The aggregate short value for equities increased by $3,515m (+5.7%) WoW and increased by...
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Chinese Digital Advertising: Best (And Worst) Plays, in Anticipation of the ByteDance IPO
Based on a bottom-up aggregation of reported revenue, the Chinese digital advertising market has grown at a staggering compound annual rate of more...
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Hong Kong Exchanges & Clearing – Further To Run
* Solid Prospects: Hong Kong Exchanges & Clearing’s (388.HK) [HKEx] share price has increased HKD 152.40 (72.1%) since its pandemic panic...
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Hong Kong Connect Weekly:Â $1bn Inflows into Tencent and Xiaomi
In our weekly HK Connect Flow series, we aim to highlight key stocks and sectors which the mainland investors traded via the southbound Hong Kong...
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King Yuan Electronics Co(2449 TT) - Time To Buy On Robust Demand For 5G, AI, and CMOS Image Sensor
In my previous report, "It's The Year Of The "MOUSE", our top investment themes for the Year of the Mouse are: Medical technology, Opportunity,...
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