HK Shorts - Covering in Real Estate Names
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 1 November.Total short notional...
512 Views
HSCEI Dividends - Better Results Increase Expected Fair Value
Since we published our earlier Insight, the HSCEI dividends futures expiring in December 2020 have moved up 1.9% mainly driven by strong Q3...
431 Views
Ping An Insurance (2318 HK): Good Results; Yet Likely To Disappoint Investors
Ping An Insurance (H) (2318 HK) reported quarterly results and 9M 2019 earnings, which grew 50% y/y to RMB 32 bn for the quarter and RMB 130 bn for...
488 Views
Shanghai/​​​Shenzhen Connect Flows: New High of Holdings by Offshore Money
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
406 Views
HK Shorts - Bottom Forming for China Megabanks?
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 11 October.Total short notional...
508 Views