China Property / Debt - when Kaisa broke our Trust
Kaisa failed to make an interest payment due Jan 8 on $500 million of 10.25% dollar bonds (the first Chinese property company to default on...
502 Views
This week's flash-crash in China: thoughts and implications
China A-shares closed down almost 8% on Monday, on heavy volumes, the largest fall since February 2007. Whilst there were several negative...
579 Views
Hong Kong Single Stock Options Weekly (Sept 15 – 19): Caution Signs Emerge as HSI Stretches Higher
HSI tested fresh highs before fading, with weakening breadth and a surge in single stock option activity pointing to diverging signals across Hong...
828 Views
China Citic Financial (2799 HK): Global Index Inclusion as Valuation Blows Out
China Citic Fin could be added to a global index in August. The stock price has doubled in the last 4 months, outperformed its closest peer, and...
761 Views
Hong Kong Single Stock Options Weekly (July 07–11): Financials in Focus as Call Volumes Rise
Sentiment improved slightly, but breadth remains low in subdued price action. Financials were a standout in price, volatility, and options activity.
571 Views