HK Strategy: Exposure to Europe - Who Are at Risk?
A recent surge in Eurozone sovereign yields will put pressure on some companies. The 100 largest HK companies have only 6% of their revenue from...
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China & HK Strategy: Who Are the Victims of a US Recession?
Reliance on the US market varies among HK-listed companies, with some having high direct exposure to a recession. Those with low direct exposure...
658 Views
Hong Kong Buybacks Weekly (Jul 10th): Tencent, Kuaishou, Gcl Technology, Link Reit
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Tencent (700 HK),...
122 Views
China Pair Trade Update: Long SITC Intl (1308 HK), Short OOIL (316 HK)
OOIL faces a weaker outlook than SITC, with higher expenses and less attractive metrics. SITC offers a higher dividend yield and a lower...
240 Views
Hapag-Lloyd Announced US$4.2 Bn Bid for Israel's ZIM | Unfortunately, We Can't Get the Math to Math
The deal doesn't make financial sense unless EBITDA margins average 20% or better over the next 15 years, which is more than current margins and...
368 Views