HK Connect SOUTHBOUND Flows (To 2 Feb 2024); Net Selling (Much Tech), Net SOE Buying, Still
SOUTHBOUND Connect saw net outflows every day and ended the week at -9.4bn HKD. Lots of tech selling. Lots of momentum-action (selling what was...
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[Blue Lotus Daily - TMT Update]: 3690 HK/700 HK/JD/1797 HK
A large brand temporarily suspends food delivery on Meituan, possibly due to subsidiary; "Fight of the Golden Spatula" tops Chinese iOS Grossing...
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Hong Kong Buybacks Weekly (Feb 2nd): AIA, Xiaomi, Kuaishou Technology
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were AIA (1299 HK),...
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Amer Sports IPO Trading - Downsized and Cornered, Close to Optimistic Fair Value
Amer Sports (AS US) raised around US$1.3bn in its US IPO, after pricing its IPO below its initial range, as per media reports.
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[Blue Lotus Daily - TMT Update]:BABA/1801 HK/NTES/700 HK/BIDU
Taobao begins developing HarmonyOS apps, reducing reliance on Android. Game code for 2024 surpass 100. US Commerce Department's decision benefits...
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