Quiddity HSCEI Sep 23 Flow Expectations Update: US$367mn One-Way, Beigene Vs Peers Interesting
I see BeiGene Ltd (6160 HK) as a high conviction ADD and Country Garden Services Holdings (6098 HK) as a high conviction DEL. Separately, I see...
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Quiddity HSTECH Sep 23 Flow Expectations Update: Last Trade Sucessful; Some New Trade Ideas
The HSTECH Sep 23 index changes could be announced after the close on Friday 18th August 2023. I expect two ADDs and two DELs during the Sep 23...
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SoCar Lock-Up - Close to All-Time Low but Can Expect Some Post-Lockup Selling
SOCAR's (403550 KS) one-year lockup will expire on 21st Aug 2023. In this note, we will talk about the lock-up dynamics and updates since our last...
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China TMT Update-BABA/VIPS/JD/PDD/3690.HK/1810.HK/2454.TT/BEKE-Catering Was the Top Growing Category
Catering was the top growing consumption category in July;Xiaomi launches new products at annual Lei Jun conference; New home sales in July remain...
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GoTo (GOTO IJ) - Shifting the Needle?
GoTo is laser-focused on shifting the needle towards a semblance of profitability and likely with renewed vigour with a new management team in place.
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