Hang Seng Internet & IT Index Rebalance: Three Changes & A Few Surprises
There are 3 changes for the HSIII in Sep. Estimated one-way turnover at the rebalance is 3.4% resulting in a round-trip trade of HK$2.04bn...
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Weimob (2013 HK): Strategic Patience Will Be Rewarded
We explore deep-rooted causes for the slow ramp-up of China SaaS sector, size Weimob's market opportunity by drawing insights gained from Alibaba,...
426 Views
Tencent Investee Selldown - The US$120bn Global Overhang
There have been multiple reports that Tencent (700 HK) plans to trim its investment portfolio over the remainder of the year. We look at Tencent's...
562 Views
SenseTime: Shares Fall with Lock-Up Expiry; Further Downside with More Selling at the Next Expiry
SenseTime’s share price dropped more than 50% over the last one week with the expiry of lock-up period. Some shareholders have agreed to extend...
526 Views
HSI, HSCEI, HSTECH, HSIII: Rebalance Flows Post Capping (Sep 2024)
The September rebalance of the HSI, HSCEI, HSTECH and HSIII indices will use today's closing prices for capping. The round-trip trade across the...
431 Views