E&P Financial Health: Better Than You Think. Liquidity Reserves Will See Most Firms Through Downturn
The precipitous slide in oil prices since fall 2014 has eroded the financial health of most exploration and production, or E&P, firms. Natural...
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HSI Index Rebalance: March 2026 Post-Event Review
March 2026 HSI rebalance wrap-up: 3 ADDs, 1 DELETE. Framework scored 2/4 match, 2/4 partial. Record dispersion, delayed DELETE selling, and an...
377 Views
HK Short Interest Weekly: Tencent, Alibaba, CNOOC, Petrochina, Cmoc, Yankuang Energy, Sinopec
We analyzed the latest HK SFC report for aggregate short position as of Mar 13th and highlight short interest changes in Tencent, Alibaba, CNOOC,...
238 Views
HK Connect Flows Weekly (Mar 20th): CNOOC, Alibaba, CCB, Tencent, Lingbao Gold, SMIC, CHALCO
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for CNOOC, Alibaba, CCB, Tencent, Lingbao Gold, SMIC, CHALCO,...
303 Views
CHINA ECONOMY: Thoughts and implications post the rate cut
The PBOC announced on Saturday that it will cut the benchmark deposit and loan interest rates by 0.25 basis point starting March 1. We have been...
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