HSCEI June 2021 Index Rebalance Preview - Three Adds, Four Deletes Possible
We forecast 3 inclusions and 4 exclusions from the HSCEI at the June review. Along with capping changes, we estimate a one-way turnover of 9.75%....
843 Views
Asia Short Interest: Xinyi Solar, Alibaba, Tencent, ENEOS, Resona, Toshiba, Samsung, TSMC, Yageo
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
463 Views
HSCEI Dividend Futures: June Index Review, Bank Divs, HFCAA - Sell the 2021/22 Steepener
While the HSCEI 2021 dividend futures are trading near our estimated fair, the HSCEI 2021/22 div steepener is not. We recommend selling the...
696 Views
Quiddity Weekly H/A: Consumer Strong, Spreads Narrowing Masks A-Share Weakness
The move in H/A spreads was 96bp this week. The strength in spreads masks some A-share weakness in the big and liquid names. Quiddity long/short...
495 Views
China Auto: Solid Start Despite Interruptions, Better Sales Ahead
Despite supply chain interruptions due to temporary auto chip shortage, regional Covid-19 lockdown and CNY holidays; China's auto sales in 2M2021...
313 Views