In today’s briefing:
- Hong Kong Single Stock Options Weekly (July 07–11): Financials in Focus as Call Volumes Rise
- Last Week In Event SPACE: Meituan/Prosus, China Medical System, Japanese Banks, New World Dev.
Hong Kong Single Stock Options Weekly (July 07–11): Financials in Focus as Call Volumes Rise
- Sentiment improved modestly, though breadth remains well below recent highs in a subdued price action.
- Option activity climbed steadily, with strong Friday Call demand pushing the Put/Call ratio to lower bound.
- Financials stood out across price action, volatility, and options activity.
Last Week In Event SPACE: Meituan/Prosus, China Medical System, Japanese Banks, New World Dev.
- The benefits of China Medical System (867 HK) China Medical System (867 HK)’s secondary listing on the SGX are more apparent than real.
- Should Meituan (3690 HK) continue its Brazil market launch, Prosus NV (PRX NA) will have little reason to continue to hold on to its Meituan stake.
- Look for value to be realised for Japanese banks with low PBRs and PERs, AND high cross-holdings as a percentage of market cap or book value through better capital allocation.
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