Hong Kong Buybacks Weekly (May 3rd): Meituan, Hang Seng Bank, Swire Pacific
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Meituan (3690 HK),...
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Hong Kong: The Glass Is Half Full, Time to BUY Beta
Hang Seng Tech companies are re-rating from historic low bear market valuations. Hang Seng Tech Index (HSTECH) broke short term resistance on the...
1.6k Views
Market Thinking May 2024
Every year, for as long as we can remember, we have written a weekly or a monthly note with some variation of the ‘Sell in May’ trope, so we see no...
160 Views
Hong Kong Connect Flows (April): 12M High of $10.7bn Inflows
We analyzed the Hong Kong Connect Scheme for April and highlight flows for BOC, Tencent, China Mobile, ZTO Express, Anta Sports.
252 Views
[Blue Lotus Daily]:300274 SZ/601012 CH/1810 HK /XPEV US/LI US/300750 SZ/1211 HK/BZ US/Huawei
Tesla passed automotive data security requirements, Musk visit to China，FSD is about to enter China. A fire broke out in JinkoSolar’s factory. CATL...
162 Views