Quiddity Leaderboard HSTECH Sep 24: Reference Period Over; One Change Likely; US$733mn One-Way
The expected ADD ASMPT could have 15 days of volume to buy while the expected DEL Ping An Healthcare could have 9 days of volume to sell.
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HSTECH Index Rebalance Preview: ASM Pacific (522) Could Replace Ping An Health (1833); US$1bn Trade
ASM Pacific could replace Ping An Healthcare in Sep. Constituent and capping changes will result in a 1-way turnover of 3.7% and in a round-trip...
382 Views
VLSI Japan : It’s Better on the Backside
If there was a single big story from VLSI this year, it had to be BSPDN. Intel announces its PowerVia technology, and scaling the backside is the...
464 Views
Quiddity Leaderboard for Hang Seng Index Sep 24: New Economy? Clean Energy? or Shipping?
We see IT, Healthcare, Materials, and Industrials as the High-conviction industries and we have identified four top picks from these industries as...
256 Views
HSTECH Index Rebalance Preview: Round-Trip Trade of US$2.4bn in June
We do not forecast any constituent changes for the HSTECH in June but there could be capping changes for 7 stocks. Li Auto is the big buy; there...
529 Views