HONG KONG ALPHA PORTFOLIO (January 2025)
Hong Kong Alpha portfolio lost 1.29% in January and outperformed its benchmark. We sold GDS, Citic, Cinda and China Galaxy Securities. We added...
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EQD | Hong Kong Single Stock Options Weekly (January 13 – 17): Stocks at Inflection Point.
A number of single stocks have seen their prices either return to lows of the past 2 months or have lost all of their stimulus gains. Option...
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EQD | Hong Kong Single Stock Options Weekly December 09 – 13
Top Ten most active contracts traded on Monday, mostly Calls with December expiries. Xiaomi Corp makes most active contracts list with Puts and...
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HSI, HSCEI, HSTECH, HSIII Index Rebalance: US$3.4bn of Flows Post Capping (Dec 2024)
The December rebalance of the HSI, HSCEI, HSTECH and HSIII indices will use today's closing prices for capping. The round-trip trade across the...
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HONG KONG ALPHA PORTFOLIO (November 2024)
Hong Kong Alpha portfolio continues to outperform during the market correction in HK/China stocks. We continue to like the consumer discretionary...
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