Tencent (700 HK): Synthetic Expert Call Transcript (24 Sep 2026)
Tencent’s massive AI pivot is reshaping its capital allocation strategy. The company’s Q2 2026 capital expenditure nearly tripled year-on-year to...
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EQD | Asia Monthly Vol Roadmap: Elevated IV's in CSI300 and Hang Seng Present Tactical Opportunity
Implied volatility levels across key Asian indices present several tactical opportunities this month for outright or pairs trades...
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Asian Equities: Taking Stock After the Result Season: Where Are EPS Estimates Rising and Falling?
Asian markets' EPS est show strong upgrades in Korea and Taiwan, while HK/CN & India continue to be downgraded. KR & TW Tech, HK Tech Services, SG...
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Aequitas: SK Hynix ADR Listing - Part 2 - The Quest for a US$1tn+ Valuation
SK Hynix (000660 KS) (SKH), a leading global memory producer, aims to raise over US$10bn via an ADR listing. In this note, we have a look at the...
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Asian Equities: Model Portfolio - We Reshuffle India, Add Malaysia; Korea Remains Biggest Overweight
Our Portfolio outperformed MXASJ since last reshuffle & since inception, driven by KR, TW & IN. We include reasonably valued stocks with strong...
459 Views