Shanghai/Shenzhen Connect: Holdings From the Wuhan Lockdown, The Market Low, Until Now
In Hong Kong Short Interest: From the Wuhan Lockdown, The Market Low, Until Now at end May, I thought it would be a useful exercise to see how...
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HK Short Report: SMIC & Weigao Short Spiked
Hong Kong SFC reported yesterday for aggregate short position on Jun 12. The aggregate short value for equities decreased by $-1,814m (-3.0%) WoW...
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JMDC Placement: Discovery of Japanese Ali-Health and Ping'an Good Doctor
JMDC's main shareholder Noritsu Koki is selling a 10% stake in JMDC. We will look at the details of the deal. We like the company's fundamentals...
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Softbank Group: When Your Private Portfolio Gives You Lemons, Offer Lemonade
Softbank-backed insurtech platform Lemonade has filed a preliminary prospectus to list on NYSE. The company reportedly considered an IPO last year...
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Hong Kong Connect Weekly: First Big Outflows from Haidilao
In our weekly HK Connect Flow series, we aim to highlight key stocks and sectors which the mainland investors traded via the southbound Hong Kong...
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