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Kweichow Moutai (600519 CH)
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459
Analysis
Consumer Staples
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China
Kweichow Moutai Co., Ltd. manufactures spirits. The Company's spirit products are distilled from sorghum and wheat. Kweichow Moutai markets its products worldwide.
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bullish
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China Merchants Bank A
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27 Jan 2024 20:27
Mainland Connect NORTHBOUND Flows (To 26 Jan 2024): Decent Net Buying, Buying Banks and SOEs
NORTHBOUND Connect this week saw heavy gross activity and decent net buying. Lots of buying in Banks and SOEs, selling in Petrochina as National...
Travis Lundy
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485 Views
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bullish
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Contemporary Amperex Technology (CATL)
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21 Jan 2024 19:35
Mainland Connect NORTHBOUND Flows (To 19 Jan 2024): BIG Net Sells, Again, Before National Team Buys
Mainland NORTHBOUND Connect saw large net selling this past week, reaching a crescendo on Wednesday, pausing on Thursday, then resuming on Friday...
Travis Lundy
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333 Views
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bearish
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Quantitative Analysis
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21 Jan 2024 10:15
Northbound Flows (Jan 19th): BYD, Chongqing Changan Automobile, Wuliangye
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for BYD, Chongqing Changan Automobile, Wuliangye.
Ke Yan, CFA, FRM
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420 Views
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bullish
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China Mobile
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15 Jan 2024 12:20
A/H Premium Tracker (To 12 Jan 2024): STAY Long Hs Vs As: Premia Still Wide, Huge High-Div SOE Perf
Hs vs As saw A premia widen at the narrow premia category, and generally narrow in all spreads where A is more than 120% of H. On average, H -11bp...
Travis Lundy
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378 Views
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bearish
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Quantitative Analysis
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14 Jan 2024 10:15
Northbound Flows (Jan 12th): Moutai, Longi Green
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight northbound connect flows for Moutai, Longi Green.
Ke Yan, CFA, FRM
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347 Views
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