HK Connect SOUTHBOUND Flows (To 28 June 2024); Still a Net Buy, but Less Strong. Financials Dominate
SOUTHBOUND saw its 4th net sell day since Chinese New Year last week. But the week ended up again. That is ~20 weeks in a row. But SOUTHBOUND...
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Hong Kong Connect Flows (Jun 28th): CCB, ICBC, Tencent
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for CCB (939 HK), ICBC (1398 HK), Tencent (700 HK).
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Webtoon Entertainment IPO Trading - Not Cheap Given the Lack of Growth
Webtoon Entertainment (WBTN US) raised around US$315m in its US IPO, after pricing the deal at the top of the range at US$21/share.
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Tencent/Netease: One Game Approval for Tencent in June
We analyzed game approval by Chinese NPPA. Of the companies that we are tracking, Tencent received one approval while iDreamSky also received one...
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China Consumption Weekly (24 Jun 2024): Kuaishou, Bilibili, NetEase, GAC, Honda Motor, Chow Tai Fook
Kuaishou and Bilibili’s GMV surged YoY during “June 18” sales. World of Warcraft: Wrath of the Lich King, will formally start on June 27. GAC Honda...
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