China & HK Strategy: Stocks Exposed to the US and Higher Tariffs
With the Trump administration announcing global reciprocal tariffs, even companies with manufacturing presence in other countries will suffer...
1.2k Views
China & HK Strategy: Assessing Placement Risks, Who Needs Money?
Zhaojin Mining Industry (1818 HK) is the first one in our top 5 list to make a placement. The company is placing 140m H-shares at HK$14.08 to raise...
817 Views
Singapore Market Roundup (13-Feb-2025): FEHT favored for strong RevPAR and M&A in 2HFY2024.
FEHT is favored by analysts for strong hotel RevPAR, DBS is skeptical of China's AI breakthrough, and CGSI upgrades ISDN on industrial automation...
256 Views
HK Short Interest Weekly: Tencent, Cathay Pacific Airways, Kingdee, Meituan, Ntes, Knowledge Atlas
We analyzed the latest HK SFC report for aggregate short position as of Sep 4th and highlight short interest changes in Tencent (700 HK), Cathay...
98 Views
HK Strategy: Rate Cut Beneficiaries - Fixed & Floating Rate Debt Analysis
With the Fed hinting at a slower rate cut path, the beneficiaries mentioned in this Insight will turn to suffer more. The names with the highest...
885 Views