StubWorld: China Conch's Fully Priced Rump
This week in StubWorld ... The possible inclusion in the Hang Seng China Enterprises Index may account for China Conch Venture Holdings (586 HK)...
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HSCEI Dividends - Index Review Could Lower Fair Value
Since we published our earlier Insight, the HSCEI dividend futures expiring in December 2020 have moved up 4.1% mainly driven by strong Q3 results,...
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HSCEI Rebalance Preview - March 2020
The Hang Seng Indexes Company Limited (HSIL) will announce the results of the 2019 Q4 review of the Hang Seng Family of Indexes on 21 February...
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Shift Exposure From EAFE to EM
We are recommending a shift from developed international markets (EAFE) to emerging market equities, as the MSCI EM index is breaking topside...
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HSCEI Dividends - Small Impact of Upcoming Index Review
Since we published our earlier Insight, the HSCEI dividends futures expiring in December 2020 have rallied around 5% mainly driven by a 1%...
480 Views