2026 High Conviction: Meituan (3690 HK) - Contrarian Perspectives
The market's unanimous bearish stance on Meituan creates opportunities in 2026, given its low P/B and high net cash-to-share price. Margins are so...
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Suzhou Novosense A/H Trading - Weakest Demand but Highest Concentration
Suzhou Novosense Microelectron (688052 CH), an analog chips producer, raised around US$285m in its H-share listing. In this note, we talk about the...
267 Views
HK Short Interest Weekly: Ubtech Robotics, Horizon Robotics, Jd.Com
We analyzed the latest HK SFC report for aggregate short position as of Nov 28th and highlight short interest changes in Ubtech Robotics, Horizon...
463 Views
Weekly Deals Digest (07 Dec) - SBI Shinsei, JD Industrials, ANE, Fast Fitness, Tsuruha, Predictive
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
393 Views
Positioned for the Upgrade: Ferrovial’s Path Into the Nasdaq-100
Ferrovial is a credible Nasdaq-100 entrant with ~$315M passive inflow potential. U.S. assets, liquidity and growth drivers support ongoing re...
496 Views