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Travis Lundy
Pan-Asia Catalysts/Events
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Quiddity Advisors
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Hong Kong
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29 January 2015
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bullish
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Li Auto
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18 May 2024 19:20
HSTECH June 2024 Rebal - No Changes But Big Capping Flows, As Expected; 8% US$1.6bn One-Way
Quiddity did not expect any name changes to the HSTECH index in June 2024 but we expected big flows because of significant capping impact, mostly...
Travis Lundy
6.7k Views
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bullish
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Zijin Mining Group Co Ltd H
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18 May 2024 19:17
HSCEI June 2024 Rebal - Zijin Mining (2899) ADDed, Xinyi Solar (968) DELETEd
The HSCEI Index sees one add and one delete. The ADD of Zijin was expected. Quiddity expected Xinyi Solar to be deleted, and Sensetime too, but it...
Travis Lundy
124 Views
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bullish
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BYD Electronics
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18 May 2024 19:13
HSI June 2024 Rebal - BYD Electronics (285) ADDed, Cogard Svcs (6098) DELETEd, and Capping Flows
Hang Seng rebals are usually difficult to predict because the whims and fancies of the index committee are tough to know. We got the DELETE right....
Travis Lundy
149 Views
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bullish
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Kansai Super Market
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16 May 2024 20:47
Kansai Food Market (9919) Minorities Get Squeezed into H2O Retailing (8242)
Kansai Super Market (aka Kansai Food Market) was the vehicle for an RTO in late 2021 to the detriment of minorities. Now minorities are being...
Travis Lundy
203 Views
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bullish
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Ryohin Keikaku
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16 May 2024 16:40
Sep24 Nikkei 225 Rebal - Still 1 ADD (Ryohin Keikaku), 1 DELETE, and 1 Very Large Very Dark Horse
The Nikkei 225 Rebal for Sep24 has 3mos before the data cutoff. I still see one ADD and one DELETE. There is a possible dark horse ADD, and Fast...
Travis Lundy
253 Views
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