ENTITY

Marketingforce Management (MFM HK)

8
Analysis
Information TechnologyChina

bearishAeon Co Ltd
29 Apr 2025 15:00

Asian Equities: Overvalued, Over-Leveraged, Low Growth – a Different Look

​We modify our "stocks to avoid" list using EBITDA as the earnings parameter & EV as the valuation parameter. We screen 30 stocks, mostly from...

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03 Sep 2024 16:55

HSI, HSCEI, HSTECH, HSIII: Rebalance Flows Post Capping (Sep 2024)

The September rebalance of the HSI, HSCEI, HSTECH and HSIII indices will use today's closing prices for capping. The round-trip trade across the...

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bullishWeimob Inc.
19 Aug 2024 04:53

Hang Seng Internet & IT Index Rebalance: Three Changes & A Few Surprises

There are 3 changes for the HSIII in Sep. Estimated one-way turnover at the rebalance is 3.4% resulting in a round-trip trade of HK$2.04bn...

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bullishCPMC Holdings
18 Aug 2024 10:00

HSCI Index Rebalance: 38 Adds, 29 Deletes & Changes to Southbound Stock Connect

There are 38 adds and 29 deletes for the HSCI at the September rebalance to take the number of index constituents up to 518. There will be a lot of...

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14 Aug 2024 05:40

HSCEI/HSTECH/HSIII Index Rebalance Preview: Potential Changes, Flow & Positioning

We expect 2 changes for the HSCEI, 1 for the HSTECH, 2 for the HSIII. Tne-way trade is estimated at HK$5.2bn (US$672m). There is same-way and...

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