Increasing Shorts on Strength
Our sell out of Asian longs yesterday was timely. S&P top is in place at 1,940 (futures) after hitting our base case level of 1,938 with risk...
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With Radically Lower Oil Prices, Market Risk Assets Is a Focus
In DBS’s year 2014 annual report it defines market risk on page 90 as follows: “Market risk is the risk is the risk of loss arising from adverse...
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Assessing Driver of Moats in Retail Shopping Centres
We view high quality shopping centres as benefiting from strong competitive advantages, and generally ascribe narrow economic moat ratings to...
416 Views
HK Short Interest Weekly: Tencent, Alibaba, CNOOC, Petrochina, Cmoc, Yankuang Energy, Sinopec
We analyzed the latest HK SFC report for aggregate short position as of Mar 13th and highlight short interest changes in Tencent, Alibaba, CNOOC,...
238 Views
HK Short Interest Weekly: Meituan, Tencent, Alibaba, HSBC, China Life, Petrochina, Laopu Gold, AIA
We analyzed the latest HK SFC report for aggregate short position as of Mar 6th and highlight short interest changes in Meituan (3690 HK), Tencent...
435 Views