A-H Premium Weekly (Aug 28th): Gwmotor, China Mobile, Remegen, Fuyao Glass, Minsheng Bank
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Gwmotor, China Mobile, Remegen, Fuyao Glass, Minsheng Bank.
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HK Short Interest Weekly: Alibaba, Hua Hong Semi, Xiaomi, Kingboard Laminates, Cspc Pharma, 3Sbio
We analyzed the latest HK SFC report for aggregate short position as of Aug 21st and highlight short interest changes in Alibaba (9988 HK), Hua...
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CPI Falls Again in China as Japanification Narrative Does the Rounds
China reports more deflation, but authorities are injecting massive liquidity into the system and focusing on the stock market; some parts of the...
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2024 High Conviction Idea: The Case for a Rotation Out of Japan into Hong Kong - Part 3
The Hong Kong market offers a favorable risk-reward ratio, suggesting a barbell strategy with high-beta and low volatility dividend stocks could...
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The Stocks to Own in Asia – Vol. 43
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Three stock remains, 11 stocks added.
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