China Mobile (941 HK) Poised for Pullback: A Tactical Low-Cost Options Play With High Upside
​China Mobile (941 HK) is overbought and may see a pullback, creating an opportunity to buy cheap options with high payoff potential.
590 Views
HK Connect SOUTHBOUND Flows (To 30 May 2025); Volumes OK, Big Net Buying on SOEs/Financials
Lots more news between the US and China this week. Most of it on the US side. Within China-specific news, the government reaction to lower auto...
1.1k Views
Asian Equities: Southbound Trades Re-Affirm Our China Preferences
In May, net buying of HK-listed stocks cratered to $5.8bn from the previous 3 month’s $20-21bn range. Avg daily turnover dropped to $12bn from the...
767 Views
Connect SOUTHBOUND Flows (To 23 May 2025); Volumes OK, Telecoms & Banks Bought, Tech & Consumer Sold
SOUTHBOUND volumes remain decent, if not overwhelming, but net buying was strong this past week at +HK$19bn. Telecoms and financials were bought....
476 Views
Merger Arb Mondays (26 May) - Mayne, Seven & I, Shibaura, Welcia/Tsuruha, Nissin, ESR, Dickson
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
569 Views