Hong Kong Short Reporting - Insights from 12 July Data
We analyse the latest SFC data released last evening on short position reporting in Hong Kong for the week ended 12 July.Total short notional in...
537 Views
Smartkarma’s Week That Was in China, Japan, & Korea: Dangerous Conflict Between Abe & Moon
In the past two weeks, the biggest news impacting China/Hong Kong, Japan, and Korea was the announcement by the Abe administration that Japan will...
632 Views
DouYu IPO: Bull/Bear DCF Scenarios
Douyu International Holdings (DOYU US) is a leading game live streaming platform in China with a focus on e-sports content. DouYu which announced...
793 Views
Tencent (700 HK): Decides to Pay Less to Outside Game Distributors
Tencent gave game distributors a new offer which reduces Tencent’s payment from 50% to 30%. We believe most distributors will have to accept the...
656 Views
HK Connect Ideas: Nine Weeks of Inflows, Sino Biopharm, Yadea, Anta, Aoyuan (2019-07-12)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
581 Views