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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China Unicom (762 HK): The "Hs" Have It
Last Wednesday (12 August), after the close of trading, China Unicom Hong Kong (762 HK) announced its 1H20 results, in which revenues increased...
621 Views
StubWorld: Buy Sembcorp Industries. Don't Buy Swire
After Sembcorp Marine (SMM SP) goes ex-rights, Sembcorp Industries (SCI SP) is a clear lay-up.Its first half-yearly loss in over a decade (mainly...
741 Views
China Internet Weekly (29Jun2020): BABA Food Delivery Worker Tested Positive, TCOM to Sell Food
A delivery worker of Alibaba (BABA)’s food delivery service, Ele.me, tested positive for coronavirus. Software revenues increased 4.2% YoY and...
513 Views
Dr. Peng Telecom & Media Group: On Ventilator
Dr Peng Telcom & Media Gr A (600804 CH) (Dr. Peng) is a guarantor of Dr. Peng Hong Kong Holding Limited, an issuer of USD500m bonds maturing...
535 Views