A Review Of "Buy the Worst" Strategy in 2020 and Can It Beat the Hang Seng Index in 2021?
While our "Buy the Worst" strategy underperformed the HSI sharply YTD, we see extending the strategy into 2021 may catch up as the rotation back to...
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Kunlun Energy (135 HK): Very Favourable Valuation for Pipeline and Dalian LNG Disposals
Kunlun secured a very good deal of 1.9x P/B for the disposal of its interest in Beijing pipeline and Dalian LNG. It will payout 50% of proceeds at...
914 Views
HSCEI Index Rebalance Preview: One Deletion For Sure, Could Be One More Change
Following JD Health's Fast Entry into the HSCEI, PetroChina is a high probability deletion in March. There is a low probability of Country Garden...
593 Views
Asia Short Interest: Sinopec, Kingdee, Anta, Recruit, Capcom, Sharp, Celltrion, Samsung, Delta, TSMC
The Short Interest report looks at large weekly movements across HK, Japan, Korea and Taiwan. Ping An saw a huge increase in shorts while TSMC saw...
447 Views
Quiddity Weekly H/​​A: Share Spread Monitor as of 27 Nov 2020
The weekly H/A Share Monitor and Trade Recommendations. Spreads narrower on the week. Last week's 39 trade recommendations gained 0.67% on average....
271 Views