Volatility Cones Spotlight Hedging in Tencent (700 HK) And More
Tencent and other major HK stocks trade with historically low front-month volatility, offering potential hedging opportunities as the curve...
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Luxshare Precision A/H Listing - Earnings Growth and Stock Have Been Rebounding
Luxshare Precision Industry (002475 CH) (LP), a precision intelligent manufacturer, aims to raise around US$2bn in its H-share listing. In this...
647 Views
Quiddity Leaderboard HSIII Dec25/Mar26: Interesting Implications of the Recent Methodology Changes
The recent methodology update could result in unusual index changes during the December 2025 index rebal event. There could be more in March 2026 too.
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Hesai Secondary Trading - Decent Demand, Despite Lack of Correction
Hesai Group (HSAI US) raised around US$530m in its secondary listing in Hong Kong. In this note, we talk about the trading dynamics.
512 Views
JD Walks from Argos – But Sainsbury's Valuation Case Strengthens
JD walked, but value didn’t. Argos remains a strategic prize; synergies + turnaround can unlock >£1.5bn. I see 10–25% upside in Sainsbury’s from...
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