HK & China Strategy: Potential Gainers of Rmb Appreciation Against USD
With the further appreciation of the Rmb against the USD, especially following the phone conversation between Chairman Xi and President Trump, it...
645 Views
Soundwill (878 HK): Thoughts On The Latest Scheme Fail
The outcome for Soundwill was not a big surprise. However, expect current and future illiquid small-cap arbs to trade wide(r) if there is a whiff...
492 Views
CK Hutch (1 HK): Back To Square One
The irony is that CK Hutch's Panama-port sale was probably prompted, at least in part, by a desire to get out of a situation which was becoming...
571 Views
CK Hutchison (1 HK): Political Turbulence
The Ta Kung Pao piece is mainly political rhetoric, as even if China managed to block the deal, it would still not address the underlying concerns...
581 Views
Dividends, Volatility, and Profits: HSI and HSCEI Heavyweights Reveal Results, 17 - 21 March
Key Hang Seng Index companies reporting next week, including heavyweights Xiaomi, Tencent, China Mobile, and Meituan, offer trading opportunities.
388 Views