Li Ning (2331): Toe Injury
The injured toe will lead to either an increase in R&D cost, an increase in the COGS that will decrease GPM or extra marketing costs as part of...
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Hong Kong Connect Flows: Tencent, WH Group, Kuaishou
We highlight Hong Kong Connect Southbound inflows into Tencent (700 HK), WH Group (288 HK), Kuaishou (1024 HK), and outflows from HKEx (388 HK),...
165 Views
Asia Shorts: Alibaba, CMB, Tencent, Anta, Shiseido, Odakyu, Keio, NC Soft, LGD, SK Tel, Evergreen
The Insight looks at movements in short interest across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
212 Views
Global Funds China Fall: Gap to US Largest in History
China allocations among Global active funds have fallen to below pre 2017 levels. Average holding weights among the 381 funds in our analysis...
122 Views
HSCEI Index Rebalance: Li Ning's Double Inclusion; Alibaba Capping Leads to High Turnover
Li Ning and JD Logistics have been added to the HSCEI while Anhui Conch and Shimao Prop have been deleted. Alibaba's weight in the index will be...
451 Views