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China Resources Beer Holdings (291 HK)
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336
Analysis
Consumer Staples
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Hong Kong
China Resources Beer (Holdings) Company Limited is an alcoholic beverage retailer.
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bullish
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Quantitative Analysis
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09 Jun 2024 10:05
Hong Kong Connect Flows (Jun 7th): China Mobile, Tencent, BOC, China Hongqiao, Yankuang Energy
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for China Mobile, Tencent, BOC, China Hongqiao, Yankuang Energy.
Ke Yan, CFA, FRM
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378 Views
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bullish
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Cross Asset Strategy
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03 Jun 2024 06:29
May Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
Rikki Malik
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303 Views
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bullish
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Tracker Fund of Hong Kong
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10 May 2024 10:49
Further Opportunities in the Hong Kong Market
As global and emerging market funds return to Hong Kong, some underperforming index names will attract flows. Seeing good technical action, volume...
Rikki Malik
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1.3k Views
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bullish
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Thematic (Sector/Industry)
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06 May 2024 07:30
HK Strategy: Where Are the Short-Term Opportunities?
Li Auto, Link REIT, China Mengniu, Hang Lung Properties, and Galaxy Entertainment are massive laggards YTD but the recent rebound from the trough...
Osbert Tang, CFA
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416 Views
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bullish
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Quantitative Analysis
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02 May 2024 15:09
Hong Kong Connect Flows (April): 12M High of $10.7bn Inflows
We analyzed the Hong Kong Connect Scheme for April and highlight flows for BOC, Tencent, China Mobile, ZTO Express, Anta Sports.
Ke Yan, CFA, FRM
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266 Views
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