[Consumer Brands Deep Dive]:Structural and Substitution Drive Chinese Consumer
Chinese underconsumption is only half true. It only occurs in categories associated with development stages; Our TOP PICKS are Li Auto, Atour,...
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Hong Kong Connect Flows (Mar 17th): Tencent, China Mobile, ICBC, Bilibili, Meituan, Xiaomi
We analyzed the Hong Kong Connect Scheme for last week and highlight flows for Tencent, China Mobile, ICBC, Bilibili, Meituan, Xiaomi.
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A-H Premium Weekly (Mar 17th): China Telecom, China Shenhua, Great Wall Motor, CEEC
We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Telecom, China Shenhua, Great Wall Motor, CEEC.
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HK Short Interest Weekly: Xpeng, Byd Company, Icbc, Sinopec, Meituan, Tencent, Bidu, Baba, Hsbc
We analyzed the latest HK SFC report for aggregate short position as of Mar 10th and highlight short interest changes in Xpeng, Byd Company, Icbc,...
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Automakers in China Are Racing to Slash Prices
Several major automakers in China are racing to slash prices on both new-energy (NEV) or conventionally powered vehicles, hoping to survive an...
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