Tech Supply Chain Tracker (16-May-2024): Impact of US tariff hike on China's clean energy.
US tariff hike may impact China's clean energy industry competitiveness, while AT&S sells medtech PCB factory in South Korea and Samsung faces...
236 Views
[Blue Lotus Daily]:9926 HK/1801HK/ BGNE/9995HK/ZLAB/NIO/LI/1211HK/BEKE/1810HK/3888HK/981HK/MSFT/INTC
US Biosecure Act extends Chinese collaboration until 2032, BeiGene and Zai Lab exceed Q1 expectations with BRUKINSA and Efgartigimod.
146 Views
Quiddity HSTECH Jun 24 Final Expectations: US$1.6bn One-Way; Li Auto, JD, Xiaomi, Meituan, & Tencent
I estimate one-way flow to be US$1,585mn which translates to a turnover of roughly 8.3%. I do not expect any constituent changes for the HSCEI June...
329 Views
HSTECH Index Rebalance Preview: Round-Trip Trade of US$2.4bn in June
We do not forecast any constituent changes for the HSTECH in June but there could be capping changes for 7 stocks. Li Auto is the big buy; there...
549 Views
HK Short Interest Weekly: Li Auto, Tencent, Petrochina, BOC
We analyzed the latest HK SFC report for aggregate short position as of May 3rd and highlight short interest changes in Li Auto, Tencent,...
305 Views