HK - Alibaba Most Shorted; Xiaomi, Yuhua Edu, AAC Tech, CNBM Covered
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 6 December.Total short notional...
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HSBC North America - The Perfect Hedge
HSBC NA loses money in every operating environment, making it a perfect hedge. Credit quality and capital levels remain very weak. Re-cap is when...
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HSI - Potential Impact of WVR Share Inclusion & Finance Sector Capping
On 8 November, Hang Seng Indexes announced the results of the quarterly index review of the HSI and HSCEI. While making no changes to the HSI, Hang...
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European Banks: Exemplars of Climate Finance
Last week, I published a report and used a proverb as entré into the main topic.For this report, a particular colloquial idiom seems appropriate:...
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DBS – Fallout
Hong Kong is in recession. There will be consequences. DBS Group Holdings (DBS SP) has expanded in HK more aggressively than any of its other...
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