Horizon Robotics Pre-IPO - PHIP Updates - More of the Same, Lots to Watch Out For
Horizon Robotics is looking to raise US$500m in its upcoming Hong Kong IPO. In this note, we talk about the updates from its recent filings.
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Quiddity Leaderboard HS Internet & IT: Dec 24 Flow Expectations and Mar 25 Expected ADDs/DELs
We estimate there to be one-way capping flows of US$190mn in December 2024. This translates to a turnover of approximately 5%.
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GEMWeekly (11 Oct 2024): China NDRC Underwhelms; South Korea Macro; Tencent, Baidu, Samsung
The Global Emerging Markets Weekly summarises the key news and related developments impacting the largest countries and constituents of the Global...
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EQD | The HSI Rally: Go LONG Now or Wait?
The Hang Seng Index rally went vertical, then pulled back last week. Is this the right time to go in LONG? Or better wait for the index to pullback...
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HK/China: THE BIG SHORT (SQUEEZE)
Even though HK/China tech names have surged, short positions have not covered. The large underweight position in HK/China by international funds...
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