HK Short Interest: Mengniu and Sunny Optical Short Increased
In this note, we highlight short increases in China Mengniu Dairy Co (2319 HK) and Sunny Optical (2382 HK) as disclosed in the Hong Kong SFC report...
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Asia Shorts: Sunny Optic, CMB, Ping An, 7&I, Keihan, Celltrion, Shinpoong, KCC, China Steel, Novatek
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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China Everbright Bank – Credit Remains Troublesome
CHINA EVERBRIGHT BANK: Operating results grew 27.4% QOQ, driven by positive operating jaws. Credit continues to weaken and the loss reserve...
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Bank Credit Weekly: Bull Steepening, but Is It Sustainable?
Treasury yields bull steepened while the melt-up led credit total returns. Yield conviction may build as April economic data is published; however,...
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Bank Credit Compass: Total Return Sweet Spot Moves, but May Rebound
The sweet spot for total return investors moved dramatically in April. However, as the month ended, the reflation trade returned. May could see a...
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