HK Strategy: Rate Hike Exposure - Fixed & Floating Rate Debt Analysis
With the US$ rate likely to trend higher over the next 12 months, the HSI constituent stocks with elevated gearing and floating-rate debt, like...
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Wharf Holdings (4 HK): Increased Shorts; Small Positioning for The (Potential) Global Index Deletion
Wharf Holdings could be deleted from a global index in May. The stock has underperformed peers and trades cheaper. Shorts have increased and...
257 Views
Soundwill Holdings (878 HK): Foo Family’s Offer at HK$8.50
While the offer is light compared to peer multiples, it is attractive compared to historical trading ranges. A low AGM minority participation rate...
742 Views
Giordano (709 HK): A Closer Look At The Shareholder Register Ahead Of The SGM
Spilling the board will likely pivot off how the shareholders under Halcyon Securities will vote. So I dug a little deeper as to who these...
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