A-H Premium Weekly (Aug 22nd): Air China, Cosco Shipping Development, Ganfeng Lithium, Fuyao Glass
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Air China, Cosco Shipping Development, Ganfeng Lithium,...
443 Views
HK Short Interest Weekly: Tencent, TraHK HSI ETF, China Hongqiao, Wuxi Apptec
We analyzed the latest HK SFC report for aggregate short position as of Aug 15th and highlight short interest changes in Tencent, TraHK HSI ETF,...
377 Views
Merger Arb Mondays (18 Aug) - Santos, Shibaura, ENN Energy, Kangji, OneConnect, Smart Share
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
870 Views
HK Short Interest Weekly: BYD, Tencent, Wuxi Apptec, China Shenhua Energy, Beigene
We analyzed the latest HK SFC report for aggregate short position as of Aug 8th and highlight short interest changes in BYD, Tencent, Wuxi Apptec,...
356 Views
Overview #32 – International Money Starts to Flow to Chinese Domestic Markets
A review of recent events/data impacting our investment themes and outlook. We look at the Chinese breakout and laggards in the precious metal space
418 Views