HK Connect Ideas: ICBC and Tencent (2019-05-17)
In our weekly HK Connect Ideas series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
672 Views
HK Connect Discovery Weekly: China Tower, Tencent, New China Life (2019-01-11)
In our Discover HK Connect series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by...
649 Views
Man Wah Holdings (1999 HK): Looking Over-Stuffed
Man Wah came to our attention in both July’s thematic report on debt manipulation and our up coming tax report. When we realised that Man Wah has...
512 Views
1999 HK Man Wah Holdings: A Quick Accounting Review
Here are the questions we think investors should be asking about Carson Block's latest short. 1) How can a company that exports so many bulky items...
390 Views
Negative Near-Term Read-Throughs from the Detainment of Crown Resorts' Marketing Executives in China
Eighteen sales and marketing executives at Crown Resorts were reported as being detained in China, likely due to illegally soliciting Chinese to...
5.9k Views