HK Connect SOUTHBOUND (To 3 Nov 23); CNOOC & China Mobile AGAIN See Outflows, SMIC & Xiaomi See Buys
HK Connect SOUTHBOUND flows saw net inflows for the 15th week in a row with +HKD 8.5bn. H/A pairs saw Hs outperform their As by 56bp. Flows are...
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Hong Kong Connect Flows (Nov 3rd): Li Ning, SMIC, Xiaomi
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for Li Ning, Semiconductor Manufacturing International, Xiaomi,...
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HK Short Interest Weekly: Yankuang Energy, CCB, Bidu, Petrochina
We analyzed the latest HK SFC report for aggregate short position as of Oct 27th and highlight short interest changes in Yankuang Energy, CCB,...
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ECM Weekly (5th Nov 2023)- Midea, WuxiXDC, Cello, Honasa, Qyuns, Ecopro, Lalatech, Mankind, TWE, VNT
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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WuXi XDC IPO: The Bear Case
The bear case rests on margins on a downward trend, large customer concentration, high related party transactions and volatile FCF generation.
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