China Consumption Weekly (26 Feb 2024): Alibaba, Xpeng, HiPhi, Tuhu Car, Luckin
Alibaba plans to provide operational services to third-party sales broadcasters. Xpeng will hire 4,000 employees and raise research budget. Tuhu...
316 Views
A-H Premium Weekly (Feb 23rd): SMIC, Flat Glass Group, GWM, China Longyuan, Wuxi Apptec
We analyzed A-H premium changes in the past week and highlight A-H premium changes for SMIC, Flat Glass Group, GWM, China Longyuan, Wuxi Apptec,...
422 Views
HK Short Interest Weekly: Boc Aviation, Link Reit
We analyzed the latest HK SFC report for aggregate short position as of Feb 16th and highlight short interest changes in Boc Aviation, Link Reit.
319 Views
Mainland Connect NORTHBOUND Flows (To 23 Feb 2024): Foreigners Buy, Natl Team Buys; Retail Sells
NORTHBOUND was a net buy 4 weeks in a row (assuming the Chinese New Year and the week after were "1 week"). Felt like an allocation week. Retail...
371 Views
Xiaocaiyuan International Holding Pre-IPO - Strong Network Expansion and Same Store Sales Growth
Xiaocaiyuan International Holding (XCY HK) is looking to raise up to US$200m in its upcoming HK IPO. In this note, we talk about the company’s...
268 Views