HK Shorts - Bottom Forming for China Megabanks?
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 11 October.Total short notional...
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AIA (1299 HK): The Hong Kong Overhang
AIA Group Ltd (1299 HK) is down ~15% since our note AIA (1299 HK): An All-Weather Compelling Play On China, Despite The Risks And Valuation, due to...
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HK Shorts - The Many Faces of Consumer Discretionary Stocks
We analyse the latest SFC data released this evening on short position reporting in Hong Kong for the week ended 4 October.Total short notional in...
562 Views
HK Connect Ideas: Sunny Optical, Shenzhou Intl, AIA, Weak Flows Ahead of Golden Week (2019-09-27)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
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Focus Industries for Asia Ex-Japan Fund Managers
In this report, we analyse Asia Ex-Japan fund positioning across the key Asian industry groups. The analysis measures current sentiment across all...
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