Hong Kong Value Names: Short Term Rally
Carrie Lam has announced that the government will withdraw the extradition bill, a move that is expected to cheer the stock market. In this report,...
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StubWorld: Intouch Sell-Off As Investors Follow Temasek's Lead
This week in StubWorld ... Temasek's latest divestment pushes Intouch Holdings (INTUCH TB)'s implied stub towards multi-year lows. Preceding my...
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StubWorld: Swire Takes A Bath As Protest Issues Weigh
This week in StubWorld ... Trade tensions and Hong Kong protests are having direct and indirect impact on Swire Pacific Ltd Cl A (19 HK)'s...
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StubWorld: Just Rumours (For Now) As SIA Engineering Pops
This week in StubWorld ... Sia Engineering (SIE SP) is not aware of any information, however last week's 15% gain in two days rekindles...
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Share Classifications: Jan 2019 Month-End Snapshot
This month-end share class summary is a companion insight to Travis Lundy's H/A Spread & Southbound Monitors and Ke Yan's HK Connect Discovery...
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