Most Popular / Unpopular Names in Hong Kong....
We looked back over the last month to see which names in Hong Kong had the most Analyst upgrades and downgrades. On the positive side, CNOOC Ltd...
396 Views
No Details on Much Anticipated Farmland Conversion in HK CE's First Policy Address
Carrie Lam’s first policy address did not provide details on the much-anticipated farmland conversion as a means to jump-start the newly announced...
264 Views
Bank Of China (3988 HK) Tactical Outlook: Passive Selling Still Early Ahead of May Rebalance
Bank Of China (3988 HK) faces forced passive selling due to a global index provider rebalance in May. Our model shows the real move hasn't started...
613 Views
Global Index Float Methodology Change: HK Stocks with Big Passive Sells
A lot of the stocks with expected passive outflows have underperformed the indices over the last couple of weeks. We would look to unwind trades in...
1k Views
Financials Also Very Cheap in Hong Kong / Deep Value Screen....
We decided to to move away from Japan look at a different region, mainly because I got tired of Financials dominating all of my Value screens....
338 Views