Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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Hong Kong Single Stock Options Weekly (Mar 30 – Apr 02): Mixed Price Action Amid Soft Option Volumes
Mixed price action and improving breadth contrast with softer option volumes and easing implied volatility across Hong Kong single stocks.
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Update On 3SBio (1530 HK)'s Spin-Off and Listing of Mandi
3SBio's share price popped 12% yesterday following the release of strong FY25 numbers. But the stock is down 22% from my last note. My calcs...
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HK Short Interest Weekly: Zijin Mining, Alibaba, BYD, China Hongqiao, Zhaojin Mining Industry
We analyzed the latest HK SFC report for aggregate short position as of Mar 20th and highlight short interest changes in Zijin Mining (2899 HK),...
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Emerging market fibre/cable operators (Altnets) are likely to outperform local wireless peers
Fibre/cable firms (Altnets) have a strong growth dynamic in most EMs and the potential to create value through wireless entry using small cells...
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