HK Short Interest - Numb3rs and Ch@rts
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 26 July. Total short notional in...
519 Views
HK Connect Ideas: Ten Weeks of Inflows, Sino Biopharm, Anta, Maoyan, H&H (2019-07-19)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
501 Views
China Auto: What if Trade War Drags On ? Relative Winners and Losers
If the trade war between US and China prolongs, the negative impact on China's auto sector fundamentals would be deeper. JV brands would be hurt...
666 Views
China Auto: New Incentives Bring New Demand
A speech from Ministry of Commerce last week represented that China would introduce a few incentives to boost auto consumption soon. Among these...
704 Views
China NEV: Subsidy Cut Deeper than Expected, Avoid BYD
2019 NEV subsidy policy announced on March 26th, which cut subsidies deeper than expected. However, as the new policy will take effect only on June...
659 Views