Mainland Connect NORTHBOUND Flows (To 12 Apr 2024): NB A Net Seller; Flows See Semi/Tech Buys
NORTHBOUND Connect flows are again to the sell side (they were a sell in last week's shortened week too). Kweichow was a BIG net sell. Semi tech...
372 Views
A-H Premium Weekly (Apr 12th): GWM, Beigene, Cansino, First Tractor
We analyzed A-H premium changes in the past week and highlight A-H premium changes for GWM, Beigene, Cansino, First Tractor.
363 Views
Hong Kong: Q1 Short Interest Recap
Short notional in Hong Kong is HK$338bn and has been falling over the last 3 years due to a drop in the market. We look at stocks that have seen...
345 Views
Quiddity HSCEI Jun 24 Flow Expectations: Many Reasons to Follow the Developments Closely
The reference period for HSCEI June 2024 review ended on 31st March 2024 and my expectations for index changes remain unchanged since I published...
810 Views
Northbound Flows (Apr 3rd): CATL, Moutai
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for CATL, Moutai. Not e that connect scheme was closed...
372 Views