A/H Premium Tracker (To 22 Dec 23): Wide Premia Narrow; Narrow Premia Widen. Stay Long Hs Vs As
Large cap and liquid Hs in H/A Pairs underperformed their As by 60bp, most of that on Friday on the gaming news. High A premium pairs saw Hs...
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Northbound Flows (Dec 22nd): CATL, Chongqing Changan Automobile, CMB, Zhongji Innolight
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for CATL, Chongqing Changan Automobile, CMB, Zhongji...
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[Blue Lotus Daily]: NIO/1211 HK/LI/XPEV/300274 CH/300750 CH/601012 CH/JKS/ LKNCY
Germany ending EV subsidies has little immediate impact on Chinese makers. China's customs export data for November shows a decline. "Thailand...
622 Views
REPT BATTERO Energy IPO Trading - Needs to Correct by 20-30%, at Least
REPT BATTERO Energy (REPT) raised around US$270m in its Hong Kong IPO. In this note, we talk about the demand and trading dynamics.
502 Views
Mainland Connect NORTHBOUND Flows (To 15 Dec 23): Mindray Consistently Bought, Midea Sold
NORTHBOUND Mainland Connect saw significant net outflows. It would have been a lot smaller but Friday mid-day saw a HUGE net buy day become a net...
484 Views