Cheap Vs. Rich Volatility: Diverging Signals Across Alibaba (9988 HK), Tencent (700 HK) & The HSI
Volatility cones reveal contrasting signals — Alibaba’s IV stays rich, Tencent trades nearly cheap, and the Hang Seng Index shows low IV,...
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ECM Weekly (6 October 2025)- Zijin, Myungin, Pateo,Tekscend, Tata Capital, LG India, WeWork, Impact
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
432 Views
Chow Tai Fook (1929 HK): A Lot Has Been Priced In
CTF is a top-performing HSI constituent YTD, but with low dividend yield and high valuations, it may be time to sell. Recovery in HK jewellery...
294 Views
BUY/SELL/HOLD: Hong Kong Market Update (October 5)
Materials, Healthcare and Tech sectors continue to lead the Hong Kong Secular Bull Market higher. The tech sector has been re-rating since Alibaba...
521 Views
Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (6 Oct)
​Statistical methodology identifies nine pair trade opportunities across four markets and five sectors, offering unique insights into relative value.
370 Views