HSCI Index Rebalance Preview and Stock Connect: Potential Changes in March
There could be nearly 58 adds/deletes for the HSCI in September. That will trigger changes to the Southbound Stock Connect list and increase flows...
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Today's Dominant Ideas
Technically, the SET Index is expected to weaken, with the support at 1,370/1,366 points (the year's low) and the resistance at 1,390/1,398 points...
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Hong Kong Stocks Priced For Liquidation
With investors chucking in the towel and the HSI touching a thirteen-year low, it's time for some old school perspective.
617 Views
Sinopec Engineering (2386 HK): Priced For Liquidation. Again
SEG is cheap, currently trading below net cash. With a median trailing P/E and P/B pre-Covid of 7.9x and 1.1x, I see at least 40% upside from here.
474 Views
Asia-Pac Stocks Priced For Liquidation
When investors are chucking in the towel, including the event space (RV, risk arb etc.), it's time for some old school perspective. In this...
917 Views