GEMWeekly (2 Feb 2024): China, India, South Korea, Philippines Macro; Baidu, Samsung, Tencent, PayTM
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
300 Views
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...
360 Views
[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...
347 Views
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),...
521 Views
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.
531 Views