Short Note: HK RE – Supportive Mortgage Policy, Resi Developers Are Trading at Trough Valuation
HKMA announced policies regarding housing mortgage LTVs. We believe these policies target upgraders, and will support the residential market. ...
501 Views
HK CEO & Director Dealings (15 Mar 2024): Sino Land, Hysan, FE Consortium, Champion REIT, Dongyue
The data in this insight is collated from the "shareholding disclosure" link on the HKEx website. These insights also flag those companies where...
432 Views
HK Short Interest Weekly: Meituan, Shk Ppt, Baba, Bud Apac, New World Dev
We analyzed the latest HK SFC report for aggregate short position as of Mar 1st and highlight short interest changes in Meituan, Shk Ppt, Baba, Bud...
319 Views
Last Week in Event SPACE: Keisei Electric, New World Development, Alumina Ltd, Azure Minerals, TDCX
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
449 Views
Smartkarma Originals
HK RE Series (2): Market Is Still Bearish but Bottom Is Near, Few Things Needed for Re-Rating
This is an update to the Original of HK RE stocks. Valuation has become even more compelling. However, we need a few catalysts (physical market...
1.6k Views