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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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Contemporary Amperex Technology (CATL)
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26 May 2024 17:07
Mainland Connect NORTHBOUND Flows (To 24 May 2024): Weak Net Buy, Weak Gross, Idiosyncratic Flows
Weaker volumes, lower nets. NORTHBOUND now clearly buying CATL and Luxshare and finance and utilities. Selling some tech. The question which arises...
Travis Lundy
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288 Views
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bullish
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Luxshare Precision Industry
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19 May 2024 20:36
Mainland Connect NORTHBOUND Flows (To 17 May 2024):
NORTHBOUND net flows continue to be positive, belying the mainland story that foreigners are being bad. But they aren't keeping pace with HK.
Travis Lundy
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284 Views
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bearish
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Zhangzhou Pientzehuang Pharmaceutical Co., Ltd.
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12 May 2024 16:12
China Healthcare Weekly (May12)-Policy Catalyst in Medical Device, GLP-1 Overvaluation, Pientzehuang
New policy catalysts in medical device sector arrives.Current valuation of weight-loss drug companies have “big bubble”.Due to China's de...
Xinyao (Criss) Wang
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343 Views
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bullish
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Quantitative Analysis
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12 May 2024 10:05
Northbound Flows (May 10th): Moutai, CMB, Inovance, Haier Smart Home, Luxshare Precision, Nari
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Moutai, CMB, Inovance, Haier Smart Home, Luxshare...
Ke Yan, CFA, FRM
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308 Views
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bullish
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BYD
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11 May 2024 21:07
Mainland Connect NORTHBOUND Flows (To 10 May 2024): So-So Volumes, As Did Not Play Catchup
NORTHBOUND tried to rally flows to catch up to the HK move over the holiday and could not. After Monday, 3 of 4 days were outflows. Local investors...
Travis Lundy
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358 Views
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