BUY/SELL/HOLD: Hong Kong Market Update (7/22/26)
The Hong Kong market has bounced strongly in July as northern Asian markets decline amid the global AI/semiconductor sell-off.
148 Views
Asian Equities: China's Tepid Domestic Growth and Skyrocketing Exports Presents Interesting Options
China's weak domestic consumption contrasts with strong export growth, benefiting firms with sustainable foreign revenues. Focus on overseas...
127 Views
HK Short Interest Weekly: Zijin Gold Intl, Alibaba, CCB, Trip.Com, Meituan, BOC, Wuxi Apptec
We analyzed the latest HK SFC report for aggregate short position as of Sep 25th and highlight short interest changes in Zijin Gold Intl (2259 HK),...
98 Views
HSI Index Earning Revision (Sep): AIA, LI AUTO, PING AN, ICBC, ORIENT OVERSEAS (INTERNATIONAL), BIDU
We analyzed HSI's consensus for Sep 2026 and highlighted changes of EPS in AIA, LI AUTO, PING AN, ICBC, ORIENT OVERSEAS (INTERNATIONAL), LONGFOR,...
96 Views
HSI Sep 2026 Index Rebalance: Post-Implementation Review
HSI Sep 2026 rebalance has passed the first post-implementation week. We review what worked, what did not, and how current results compare with...
108 Views