Europe Next to Break Out?; Bullish Outlook Intact; Remain Overweight Korea, Greece, and the U.S.
Europe Next to Break Out?; China and Japan Remain Attractive and a big focus since our July 3rd report titled "China and Japan Breaking Out;"...
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ASR Microelectronics (翱捷科技) A+H Pre-IPO: Early Thoughts
ASR Microelectronics is seeking an A+H listing. In this note, we look at the company's business, its industry context and provide our early...
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Hong Kong Alpha Portfolio (June 2025)
The Hong Kong Alpha portfolio has significantly outperformed the Hong Kong indexes in June and since inception. Outperformance range is 17% to 23%...
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HONG KONG ALPHA PORTFOLIO (May 2025)
The Hong Kong Alpha portfolio underperformed its benchmark in May by 3%, however it has outperformed Hong Kong indexes by 3 to 19% since its launch...
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HK Short Interest Weekly: Tencent, Sun Hung Kai Properties, Ntes, CCB, Minimax, Zj Innolight, CNOOC
We analyzed the latest HK SFC report for aggregate short position as of Sep 11th and highlight short interest changes in Tencent (700 HK), Sun Hung...
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