HK Short Interest Weekly: Lenovo, CCB, Tencent, Catl, Alibaba, Kingboard Laminates, AIA, Wharf
We analyzed the latest HK SFC report for aggregate short position as of May 29th and highlight short interest changes in Lenovo (992 HK), CCB (939...
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Global Index: Potential Changes in May for Asia Pac
The index rebalances at the close tomorrow and there will be huge volume in the constituent changes at the close. Since announcement, the adds have...
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China Housing: The Most Idiosyncratic Cities
Shenzhen, Wenzhou, Sanya and Haikou are among the most unique cities in terms of their house price growth correlations among the 70 major cities,...
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Asia Real Estate Equities: In Search of Value in the Asia Ex-Japan Property Developer Universe
Following our insight, CapitaLand: A Critical Review - Slowing Pace of Asset Recycling, Is the Model Still Relevant? which illustrated the...
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Where We Are Adding Risk in Asia - Korea Focus
The following update was issued over the weekend which outlines our more bullish view on Korea and stocks we like in Korea, Taiwan and Hong Kong as...
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