China RRR Cut, Macro, & A Debate on – Property Pair Trade “Long China and Short HK” (Or the Reverse)
The RRR cut is another step of China's easing. We looked at the old pair trade between China and HK for property. The picture today is more...
596 Views
Sun Hung Kai (16 HK): The Kwoks Step In To Stem The Tide
I can't think of a compelling reason to get exposure in SHKP here. I can think of a number of compelling reasons not to.
692 Views
Weekly Deals Digest (02 Jul) - JSR, Dali Foods, NWS, Poly Culture, Yitai, DDH1/Perenti, Tryt
Last week, notable developments occurred in Event-Driven (Dali Foods, NWS, Poly Culture, Yitai, JSR, DDH1/Perenti, Silk Laser) and ECM (Tryt, J&T...
449 Views
Last Week in Event SPACE: Naspers/Prosus, Swire Pacific, NTT, Aussie Tax-Loss Selling
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
552 Views
Short Note: CTF, Shareholder of NWD 17 HK, Announced Proposed Privatization for NWS, Positive to NWD
CTF, NWD's shareholder proposed to privatize NWS. We view the transaction as positive as it streamlines corporate structure, and will reduce NWD...
475 Views