Hong Kong Connect Flows (Nov 25th): Tencent, China Mobile, Kuaishou, Xpeng, Meituan, Li Ning
We analyzed the Hong Kong Connect Scheme for last week and highlight flows for Tencent, China Mobile, Kuaishou, Xpeng, Meituan, Li Ning.
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US Vs China Technology, Alibaba, China Unicom, and New World Development
The consensus of bottom in China Tech and China A shares continue to gain favour. Bank of America is the latest to recommend selling US tech to buy...
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China Unicom (762 HK) - Policy Support to Sustain 5G Momentum
We have trimmed our earnings forecasts and TP (HK$6.10), which reflects both faster than expected cost increase as well as a lowered FX assumption...
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China Internet Weekly (7Nov2022): Tencent, Alibaba, Kuaishou, JD.com, Autohome, China Unicom
Tencent and Alibaba are rumored to be acquired by state-owned companies. Tencent charges for more functions and JD.com re-organized to cut cost....
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GEM Weekly (4 Nov 2022): China and Asia PMIs, South Korean Exports; Foxconn, Tencent, China Unicom
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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