HSCI / HK Connect Sep 2026 Rebalance Forecast
We forecast 44 ADD candidates and 26 DELETE candidates for the HSCI September review, with the announcement expected on 21 Aug 2026.
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Screening the Silk Road: Q2 2020 Small-Mid Cap High Risk Names to Avoid
Deteriorating credit metrics continue to support our view that the level of risk is increasing within the small-mid cap universe. Our screen...
597 Views
IRC Limited (1029 HK): Closing Date Extended as the Risk/Reward Turns Unattractive
The rise in iron ore prices and a light offer pose challenges. The risk/reward profile is unfavourable as the upside (5.4% spread) outweighs the...
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IRC Limited (1029 HK): A Wide Spread as the Conditional Offer Opens
Satisfying the minimum acceptance condition carries risk. However, the risk/reward profile is favourable as the upside (25.5% spread) outweighs the...
919 Views
Last Week in Event SPACE: Capitaland, Boral, Milton/WHSP, Santos/Oil Search, Education Profit Ban
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
566 Views