HKEX – Not So Fast
*Possible Gift to HKEX: Lower equity market velocity - on the back of reduced market volatility, reduced investment income, and ratcheted pressures...
376 Views
Last Week in Event SPACE: Softbank, Reliance, Metlifecare, Sony Financial, Towngas, United Spirits
Last Week in Event SPACE ... Flying horses aside, if you are bullish based on the discount to NAV and buyback, there is probably some buffer to...
440 Views
Why Near Term Headwinds Don’t Matter: FMCG E-Comm Footholds to Thrive Post-COVID
We believe Alibaba is well-positioned to thrive in a post-COVID world as decade-long structural trends have been brought forward by years. The...
311 Views
Short Interest Spiked for Meituan, HSBC and CR Beer
Hong Kong SFC reported on today for aggregate short position on May 15. The aggregate short value for equities increased by $313m (+0.6%) WoW and...
208 Views
Asia Short Interest Weekly - HSBC, Meituan, Alibaba, Softbank, JRFI, Samsung, LG H&H, Yageo, TSMC
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
274 Views