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China Largecap
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China Largecap
Research on China largecaps
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bullish
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Yum China Holdings
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05 Nov 2024 05:55
Yum China: Durian Pizza to Share Repurchase - Art of Delivering Shareholder Value
Well positioned to benefit from potential growth in retail spend and consumer confidence with effective deployment of announced stimulus package.
Devi Subhakesan
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82 Views
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bullish
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Hua Hong Semiconductor
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05 Nov 2024 05:50
CSI All Share Semiconductor Index Rebalance Preview: 18 Changes as Adds Outperform
There could be 12 adds, 6 deletes in Dec. Impact is not very large, but 12 stocks will have flows from other index trackers too. The forecast adds...
Brian Freitas
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76 Views
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bullish
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Sieyuan Electric Co Ltd A
•
05 Nov 2024 05:30
CSI300 Index Rebalance Preview: Rising Markets and ETF Creations Take Round-Trip Trade to US$8.5bn
There could be 17 changes in Dec. Estimated 1-way turnover is 3%; 1-way trade is US$4.3bn. There are 14 stocks with over 2x ADV to trade. The adds...
Brian Freitas
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90 Views
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bullish
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Haitong Securities Co Ltd (H)
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04 Nov 2024 19:44
HK Merger Arb: Evaluating the Post China TCM Widening Spreads
The gross spreads of large HK merger arb situations have increased since 18 October, the China TCM deal break date. We assess the spreads of HK's...
Arun George
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202 Views
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bullish
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Macroeconomics
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04 Nov 2024 18:34
Steno Signals #124 – Something is WRONG in bond markets
The focus on the US election is currently masking another, and potentially much more important, story: the meltdown in sovereign bond markets. A...
Steno Research
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