China & HK: Underowned?
Over 3/4 of Global equity managers are underweight China. Average weights sit at the bottom of the 10 year range, with 18% of funds holding no...
1.4k Views
China ADRs Delisting - Friday Could Be Judgment Day for over US$800bn Mcap of Stocks
PCAOB officials concluded their Hong Kong visit last month and PCAOB is due to announce its annual judgment on whether it had adequate access to US...
1.4k Views
Shenzhen Mindray Bio-Medical A/H Listing-Strong Track Record but Has Been Suffering Lately
Shenzhen Mindray Bio-Medical Electronics (300760 CH) (SMBE), a provider of medical devices, is looking to raise about US$2bn in its upcoming H...
308 Views
Alibaba (BABA): 4Q25, Main Business Growth Recovered to 12% YoY, Buy
Management claimed total revenue should grow by 10% YoY in 4Q25 if excluding two sold subsidiaries. The growth rate of customer management revenue...
1k Views
BABA (9988.HK) Earnings: Volatility Setup, Post-Release Price Behavior and Hedge Recommendation
Baba has rallied but remains below March high, implied vol and jump are high, consider short-vega hedge for downside protection.
388 Views