Quiddity Weekly H/A: Spread & Southbound Monitor - Going Into Year End
An H/A Spread Monitor Project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and where the...
714 Views
IPO Trading Strategy: A Deep-Dive on Early Trade of Chinese Companies Listing in the US
Ahead of Tencent Music (TME US)'s IPO today , we have done a deep-dive analysis on the past 28 major Chinese IPOs that have listed in the US. We...
795 Views
Naspers: Profitability Improvements Continue
Following David Blennerhassett's recent StubWorld note, we wanted add a bit more detail on the non Tencent Holdings (700 HK) part of Naspers (NPN...
585 Views
Tencent Music IPO - Firework - Trading Strategies
Tencent Music Entertainment (TME US)'s IPO was priced at the low-end US$13/share. The shares will begin trading tonight. As per earlier media...
711 Views
Global Equity Strategy:Â Cautious Outlook Intact; Defensive Sectors Remain Leadership
Global equities (MSCI ACWI) are testing 52-week lows as prices have been consolidating over the last 1-2 months. Our outlook for global equities...
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