Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
969 Views
Tactical Trading -Sun Hung Kai Properties 16.HK - Waiting for the Pendulum to Swing Back
​Stock has been hurt by rising real rates and China crackdown fears, but we anticipate a decline in yields in the short term, while longer-term it...
126 Views
HK Short Interest Weekly: Tencent, Kingboard Laminates, China Resources Land, Ntes, Meituan
We analyzed the latest HK SFC report for aggregate short position as of Jun 12th and highlight short interest changes in Tencent (700 HK),...
108 Views
COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
855 Views
Stock Short Ideas Within an Index Long Environment
Positioning is quickly shifting to more index net longs and we are on the hunt for stock shorts in Asia given the more bullish Q4 seasonality and...
548 Views