Hong Kong: Q1 Short Interest Recap
Short notional in Hong Kong is HK$338bn and has been falling over the last 3 years due to a drop in the market. We look at stocks that have seen...
720 Views
HK Short Interest Weekly: Meituan, Shk Ppt, Baba, Bud Apac, New World Dev
We analyzed the latest HK SFC report for aggregate short position as of Mar 1st and highlight short interest changes in Meituan, Shk Ppt, Baba, Bud...
565 Views
Smartkarma Originals
HK RE Series (2): Market Is Still Bearish but Bottom Is Near, Few Things Needed for Re-Rating
This is an update to the Original of HK RE stocks. Valuation has become even more compelling. However, we need a few catalysts (physical market...
1.9k Views
Last Week in Event SPACE: Keisei Electric, CSR, Rakuten, HK Property, Aeon/TSURUHA/Welcia
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
3.4k Views
Hong Kong: Stamp Duties Axed; Mortgage Rules Relaxed
The standout beneficiaries from these latest policy measure are the usual suspects - Sun Hung Kai Properties (16 HK), Henderson Land (12 HK) - and...
559 Views