China & HK Strategy: Who Are the Victims of a US Recession?
āReliance on the US market varies among HK-listed companies, with some having high direct exposure to a recession. Those with low direct exposure...
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China & HK Strategy: Stocks Exposed to the US and Higher Tariffs
With the Trump administration announcing global reciprocal tariffs, even companies with manufacturing presence in other countries will suffer...
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Aequitas:Time Interconnect Placement-Opportunistic Raising but Momentum Is Strong;Last Deal Did Well
Time Interconnect Technology (1729 HK) is looking to raise around US$300m from a primary share placement. In this note we talk about the deal...
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Hang Seng, MSCI China Near Major Base Breakouts; Bottoms-Up Stock Rec's in Hong Kong, China, & Japan
Hong Kong's Hang Seng and China's $MCHI and $KWEB are near major base breakouts. We are watching is 22,700 on Hang Seng and $56.60 on MCHI; we are...
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Equity Asia Weekly Research - 3 Oct 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD termsā¦ NIKKEI/MXAP: Long...
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