A/H Premium Tracker (To 28 Feb 2025): AH Premia Continue to Fall; Expect Widening
AH Premia are again at a 5yr low. Liquid Hs outperform illiquids with wider spreads. Trades are getting crowded. Biggest slew of recommendations in...
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HK CEO & Director Dealings (28th Feb 2025): Mobvista, Xtep, Onewo, Bonny International
The data in this insight is collated from the "shareholding disclosure" link on the HKEx website. These insights also flag those companies where...
602 Views
Singapore Banks - Giving Back Many Billions of Capital, Suggests Outlook for Lending, Not Great
Singapore's banks are all giving back lots of capital to shareholders. This may appear to be good for yield, but it suggests to us that lending...
424 Views
EQD | Hong Kong Single Stock Options Weekly (Feb 10 – 14): Strong Option Volumes Fuel Rally
Powerful rally across stocks with exceptionally high option volumes indicating that the price action mya be getting frothy.
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HK Banks - China Vanke FY24 EPS Profit Alert: Loss RMB3.79 Vs Profit RMB1.03, Bank Collateral Risk
The new profit alert from China Vanke highlights ongoing risks to banks, as land is their primary collateral. Real estate stresses are also evident...
398 Views