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Kingboard Holdings (148 HK)
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29
Analysis
Information Technology
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Hong Kong
Kingboard Holdings Ltd, through its subsidiaries, manufactures laminates, copper foil, glass fabric, glass yarn, bleached kraft paper, printed circuit boards, and chemicals.
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bullish
•
People's Insurance (PICC)
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26 Mar 2021 12:24
StubWorld: PICC (1339 HK) / PICC P&C (2328 HK)
A setup here - long PICC G, short PICC P&C - appears reasonable. One pushback is that as the A-share premium trends lower, the Hs could similarly...
David Blennerhassett
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491 Views
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bullish
•
MSCI Emerging Markets Index
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16 Feb 2021 10:11
EM Remains Global Leadership -- Remain Overweight
Price and RS uptrends for the MSCI EM index continues to underpin our bullish outlook for emerging market equities -- remain overweight.
Vermilion Research
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254 Views
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bearish
•
KWG Living Group
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22 Oct 2020 19:12
StubWorld: KWG Living - Crowded In Crowd
Kwg Prop (1813 HK) is trading rich to peers after the in-specie distribution of soon-to-be-listed KWG Living (3913 HK). KWGL will need to hit...
David Blennerhassett
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603 Views
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bearish
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Kingboard Laminates Holdings
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14 Oct 2020 12:12
StubWorld: Kingboards' All-Time Low Implied Stub; PICC Trading Rich
This weekly stub wrap covers Kingboard Chemical's (148 HK) all-time low implied stub after Kingboard Laminates (1888 HK) announces a possible...
David Blennerhassett
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468 Views
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bullish
•
MSCI Emerging Markets Index
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09 Sep 2020 20:57
Remain Overweight EM Relative To EAFE
The MSCI EM index (local currency) remains in an uptrend and is testing all-time highs set in January 2018 near 65,800; as long as the index is...
Vermilion Research
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397 Views
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