JD Logistics (2618 HK): Priced Towards The Low End
There are a lot of positive assumptions baked into J.D. Logistics price. I tilt more positive towards to JD.com. Despite the regulatory overhang,...
334 Views
Hong Kong Connect Flows: Back to TMT, Tencent, Meituan, Xiaomi
In this insight, we highlight inflows into Tencent Holdings Limited (700 HK), Meituan (3690 HK), and Xiaomi Corporation (1810 HK) last week.
192 Views
HSTECH Index Rebalance: Back to 30 with 2 Adds and 3 Deletes
There are 2 adds and 3 deletes for the HSTECH Index. One-way turnover is estimated at 5.61% and will result in a one-way trade of HK$1.41bn. 2518...
492 Views
HSCEI Index Rebalance: BYD's Double Inclusion; Capping Changes Lead to High Turnover
The 2 adds and 3 deletes for the HSCEI are just what we expected. BYD is an inclusion in the HSI too and could move higher over the next 2 weeks....
568 Views
HSI Index Rebalance: Only 3 Additions but BIG Turnover
There are 3 inclusions (BYD, Xinyi Solar, CG Services) to the HSI taking the number of constituents up to 58. Turnover is high at 7.77% and will...
795 Views