A/H Premium Tracker (To 22 Dec 23): Wide Premia Narrow; Narrow Premia Widen. Stay Long Hs Vs As
Large cap and liquid Hs in H/A Pairs underperformed their As by 60bp, most of that on Friday on the gaming news. High A premium pairs saw Hs...
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HK Connect SOUTHBOUND Flows (To 22Dec23); CNOOC/Energy To The Buy Side; Tencent Heavily Sold, Again.
In HK Connect, SOUTHBOUND flows this week were slightly positive but the big story was a big sell of Tencent and buying of ETFs. On average, liquid...
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[Blue Lotus Sector Update]: Latest Developments in Short Video Point to Possibilities
The competition in the short-play market may hinder the collaboration between Weixin Video Account and Douyin China, but Tencent is expected to...
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[Blue Lotus Daily - TMT Update] 1024 HK/PDD/BABA/Shein/VIPS/3690 HK/JD
Kuaishou to charge merchants for "Buy now, Pay later" tool; PDD's Shein lawsuit update; Nike may open official store on PDD.
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REPT BATTERO Energy IPO Trading - Needs to Correct by 20-30%, at Least
REPT BATTERO Energy (REPT) raised around US$270m in its Hong Kong IPO. In this note, we talk about the demand and trading dynamics.
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