HK Strategy: What Are the Winners if US Hike Rates Instead of Cut?
HSI constituents like Orient Overseas, Budweiser Brewing, Galaxy Entertainment, Sunny Optical, and Haier Smart Home are set to gain in case the...
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Hang Lung Properties (101 HK): Scrip Div Helps the Family to Chip Away at Minorities
The Chan family have plenty of headroom to chip away at minorities before breaching the 25% public float requirements. HPL’s valuation is...
708 Views
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...
502 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...
456 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...
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