Volatility Cones: Spotting Opportunities in Tencent, JD.com, Ping An & More
Tencent, HSBC, Meituan, JD.com, Ping An, and Xiaomi trade below the 10th percentile for one-month implied volatility, highlighting potential...
939 Views
Merger Arb Mondays (08 Sep) - Kangji, OneConnect, Ashimori, Pacific Ind, RPM, Santos, Zeekr
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
884 Views
HK Short Interest Weekly: China Hongqiao, Xiaomi, Meituan, Hua Hong Semiconductor
We analyzed the latest HK SFC report for aggregate short position as of Aug 29th and highlight short interest changes in China Hongqiao (1378 HK),...
753 Views
HK Connect Flows Weekly (Sep 5th): Alibaba, Ping An Insurance, Xiaomi, Tencent, Pop Mart Intl
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba (9988 HK), Ping An Insurance (2318 HK), Xiaomi...
608 Views
CSI 100 Index Earning Revision (Aug): CAMBRICON, CHINA VANKE, ZIJIN MINING, TONGWEI
We analyzed CSI 100's consensus for Aug 2025 and highlighted changes of EPS in CAMBRICON TECHNOLOGIES (688256 CH), CHINA VANKE (000002 CH), ZIJIN...
438 Views