HK - Big Shorts in Financials and Consumer Discretionary Names; A Look at Airline Stocks
We take a look at the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 17 January 2020.Total...
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Six Signs Show Chinese Travel Activity & Tourist Spending Both Remain Sluggish
There is growing evidence that Chinese tourism activity remains sluggish and that both outbound and domestic Chinese tourists are spending more...
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Alibaba HK Listing: Thoughts on the Premium/Discount to the ADRs
Alibaba Group Holding (BABA US) plans to launch a $10-15 billion secondary listing in Hong Kong on 11 November, Singles Day, according to press...
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TRACKING TRAFFIC/Chinese Tourism: Hong Kong's Growth Slows on Protests
Tracking Traffic/Chinese Tourism is the hub for our research on China's tourism sector. Every month Tracking Traffic/Chinese Tourism features...
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TRACKING TRAFFIC/Chinese Tourism: May Firmer, but HK & Macau Boom Suggests Tourists Pinching Pennies
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector. Every month Tracking Traffic/Chinese...
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