Why Near Term Headwinds Don’t Matter: FMCG E-Comm Footholds to Thrive Post-COVID
We believe Alibaba is well-positioned to thrive in a post-COVID world as decade-long structural trends have been brought forward by years. The...
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Short Interest Spiked for Meituan, HSBC and CR Beer
Hong Kong SFC reported on today for aggregate short position on May 15. The aggregate short value for equities increased by $313m (+0.6%) WoW and...
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Facebook: Going Full Alibaba?
Facebook announced an integrated eCommerce feature this week. The stock was up 10%. We think that was waaaay low.Obex’s fundamental research...
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Asia Short Interest Weekly - HSBC, Meituan, Alibaba, Softbank, JRFI, Samsung, LG H&H, Yageo, TSMC
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
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EM Growth Vs Value: Maximum Divergence
The nature of the COVID-19 induced sell-off has favoured Aggressive Growth strategies over Value this year. During this period, the divergence in...
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