Haier Smart Homes (6690 HK): H-Shares Trading Tight To A-Shares
basket of liquid A/Hs trade at 44% discount and one of HSH's closest peers is at 37%. The trade here is to short Hs and go long the As, with a...
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Xiaomi (1810 HK): Taking Advantage of Huawei’s Sale of Smartphone Brand, But Overvalued
The main competitor, Huawei Group, decided to sell one of its two smartphone brands. Xiaomi took all the smartphone market share that Huawei Group...
471 Views
StubWorld: Last Roll Of The Dice For Haier
A basket of liquid A/Hs trade at 44%+discount and a close peer is at 35%+. I think ~38-40% discount range is more appropriate. That gives a range...
558 Views
Asia Short Interest Weekly: Tencent, Want Want, Showa Denko, NBF, LG Chem, AmoreCorp, Pegatron
The Asia short report highlights large movements in weekly short interest across HK, Japan, Korea and Taiwan to be used as an input in trading...
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Last Week in Event SPACE: Haier, NTT Doco, Tesla, Beijing Jingneng, China Biologics, HK IPO Lock-Ups
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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