BUY/SELL/HOLD: Hong Kong Stock Updates (September 28)
Hong Kong market continues to re-rate on the back of PBOC stimulus. XTEP and Tongcheng benefit from improved consumer sentiment and earnings...
624 Views
The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (September 27)
HSI is the top performing major global index heading into 4Q2024. Haidilao and Anta both benefit from improved sentiment in consumer sector. Citic...
532 Views
China & HK Strategy: Time for The "Dogs" To Revenge?
The "Dogs" surged more significantly than the HSI in the last two days. On average, their share price rose by 10.6%, outperforming the Index by...
716 Views
The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (September 20)
Sands China's parent increases its stake. Shenzhou is benefits from increased China sales from a health-conscious consumer. MCC new contracts...
553 Views
Global Consumer (Midweek Update): Consumer Woes Persist, Especially in China.
​Topsports miss signals inventory fire sale in China, impacting Nike, Anta Sports Products, and the sector as a whole. Chinese consumers shun...
420 Views