Shorts on Hong Kong Banks Continue Rising
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 28 February 2020.Total...
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Elliott & BEA: "Fiefdom" On Pause
Just two months before Elliott Management and Bank Of East Asia (23 HK) head back to court to arbitrate on BEA's purported overarching relationship...
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Standard Chartered Plc - Consensus Forecasts Need to Decline By 20%
Weak Results Already:Standard Chartered (STAN.LN/2888.HK) [SC] 4Q19 bottom-line results of USD 194 mn, which missed consensus by 54%.  HSBC...
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Trip.com - Sick Man of Asia's Global Impact
Trip.com Should Continue to Get a Significant Downward Re-Rating:Mainland China is at the epicenter of this tourism slowdown. If the virus impact...
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Asian Bank HY Credit Weekly: It Was Ugly, What May Be Oversold
Coronavirus capitulation is creating value within certain securities. Nouriel Roubini and Scott Minerd are back in fashion and that’s a buy sign....
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