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Unpaywalled Insights
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bearish
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Tuya Inc
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22 Nov 2024 10:38
TUYA: Is The King of White Label IOT Ready to Charter a Different Course?
Temasek bought 13% of TUYA and planned to list on SGX. We believe TUYA's valuation is high and the company's business model, customer segment and...
Blue Lotus Research Institute
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82 Views
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bullish
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Thematic (Sector/Industry)
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20 Nov 2024 07:15
China Housing: "Stabilize It"
In this note, we summarize where things stand with China housing as of Nov 19, 20204 - looking at home sales, prices, inventory, land, major...
Robert Ciemniak
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162 Views
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bullish
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Cross Asset Strategy
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20 Nov 2024 00:42
The Taiwan Question
Expect Taiwan equities to continue outperforming due to positive economic and corporate outlooks, despite declining China dependence and...
Sharmila Whelan
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137 Views
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bullish
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China International Capital Corporation
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16 Nov 2024 22:49
A/H Premium Tracker (To 15 Nov 2024): AH Premia Rise Sharply; Hs Shellacked Vs As In Most Sectors
H/A Pairs got hurt badly this week - on average liquid Hs underperformed their As by 3.7% - as HK and China markets fell sharply after stimulus was...
Travis Lundy
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529 Views
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bullish
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Alibaba Group Holding
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16 Nov 2024 21:26
HK Connect SOUTHBOUND Flows (To 15 Nov 2024); Tech Bought, High-Div SOEs Sold or Ignored, Again
SOUTHBOUND continues to be a big net buyer of HK stocks. It is possible investors are looking to cheap tech, possible they are looking to buybacks....
Travis Lundy
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