KTX TACTICAL DR PICKS - October 2, 2025 (Eng.)
For KTX Tactical DR Picks today, we recommend closing positions in ESTEE80, MITSU19, and MS06, which delivered returns of +0.8%, –3.3%, and –0.3%,...
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Hong Kong Connect Flows (September): $20bn Inflows
We estimate that there were inflows of USD 20,828.1 million into HK Stocks in September. We highlight inflows into Alibaba, Horizon Robotics,...
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Earnings Kickoff Dominates October 2025 Key Events
October 2025 kicks off earnings season – reports from Fast Retailing (9983 JP), ICICI Bank (ICICIB IN) & more – alongside holidays and central bank...
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Merger Arb Mondays (29 Sep) - Soft99, Ashimori, Mandom, Paramount, OneConnect, Dongfeng, Spindex
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
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Volatility Cones: Ping An (2318 HK) And Alibaba (9988 HK) Stand Out
Volatility cones for eight prominent Hong Kong stocks highlight opportunities in cheap implied volatility in Ping An Insurance, Meituan, and...
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