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Silver Point

Thomas J. Monaco

Silver Point is a boutique research firm that focuses on the broader financial services sector, with a particular focus on troubled institutions globally. 

Asia Ex Japan

Equity Bottom-Up

*New Household Investors For HKEX:  SAFE is likely to make various changes to the current regulations which to allow greater individual participation in stock incentive schemes of overseas listed companies with the removal of quotas on F/X purchases. Enabling greater participation by mainland Chinese in outbound investments could be highly  supportive Hong Kong Exchanges &amp; Clearing (388.HK) [HKEX] trading volume going forward; and  *New CEO Should Focus On Mainland China: We are hopeful that the new appointed CEO Nicolas Aguzin (effective May 24, 2021) doesn’t allow himself to get distracted by his former swashbuckling colleagues from J.P. Morgan Chase &amp; Co. (JPM.US) at HKEX and their absurd deal making and that he can just focus on meeting both near and long-term targets.

*New Household Investors For HKEX:  SAFE is likely to make various changes to the current regulations which to allow greater individual participation in stock incentive schemes of overseas listed companies with the removal of quotas on F/X purchases. Enabling greater participation by mainland Chinese in outbound investments could be highly  supportive Hong Kong Exchanges &amp; Clearing (388.HK) [HKEX] trading volume going forward; and  *New CEO Should Focus On Mainland China: We are hopeful that the new appointed CEO Nicolas Aguzin (effective May 24, 2021) doesn’t allow himself to get distracted by his former swashbuckling colleagues from J.P. Morgan Chase &amp; Co. (JPM.US) at HKEX and their absurd deal making and that he can just focus on meeting both near and long-term targets.

Hong Kong Exchanges & Clearing – China, Not Deals Are Way Forward