Last Week in Event SPACE: JD.com, CNOOC, Coca Cola Amatil, Kunlun Energy, Honshu Chemical, Toa Oil
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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Time to Get Defensive on Chinese Cement: Short CNBM/Long Anhui Conch
Chinese cement prices look vulnerable to a 1H20 correction of ~10% after jumping ~20% in 2H19 on supply constraints & temporary demand...
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HK - Alibaba Most Shorted; Xiaomi, Yuhua Edu, AAC Tech, CNBM Covered
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 6 December.Total short notional...
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HSCEI Rebalance - The Names They Are a Changin'
The Hang Seng Indexes Company Limited (HSIL) announced the results of its review of the Hang Seng Family of Indexes on Friday post market close....
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HK Connect Flows: $248m Inflows into Meituan on the First Day of Inclusion
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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