HK Connect SOUTHBOUND Flows (To 23 Feb 2024); Selling of Consumer Stocks, But Big Buys of SOEs
SOUTHBOUND saw significant net buying in the first week after Chinese New Year. Large caps and SOEs were heavily bought. Especially in energy and...
385 Views
Xiaocaiyuan International Holding Pre-IPO - Strong Network Expansion and Same Store Sales Growth
Xiaocaiyuan International Holding (XCY HK) is looking to raise up to US$200m in its upcoming HK IPO. In this note, we talk about the company’s...
254 Views
CPI Falls Again in China as Japanification Narrative Does the Rounds
China reports more deflation, but authorities are injecting massive liquidity into the system and focusing on the stock market; some parts of the...
336 Views
Quiddity HSCEI Mar 24 Flow Expectations: Zhongsheng (881 HK) Downtrend Could Continue
I estimate one-way flow to be US$235mn which translates to a turnover of ~2%. However, these estimates are based on the low-conviction assumption...
396 Views
HK Short Interest Weekly: HSBC, China Mobile, Shk Ppt, Wuxi Bio, Kuaishou, Li Auto
We analyzed the latest HK SFC report for aggregate short position as of Jan 19th and highlight short interest changes in HSBC, China Mobile, Shk...
381 Views