Northbound Flows (Feb 3rd): CATL, CMB, Longi Green, Ping An Insurance, Byd, Kweichow Moutai
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for CATL, CMB, Longi Green, Ping An Insurance, Byd,...
268 Views
HK Short Interest Weekly: Li Ning, Ccb, Beigene, Hworld, Hutchmed
We analyzed the latest HK SFC report for aggregate short position as of Jan 27th and highlight short interest changes in Li Ning, Ccb, Beigene,...
262 Views
Hesai Group IPO - Thoughts on Valuation
Hesai Group (HSAI US) is looking to raise around US$170m in its upcoming US IPO. In this note, we till talk about valuations.
408 Views
Northbound Flows Monthly: $21bn Inflows in January
We analyzed the Shanghai/Shenzhen Connect Scheme for January and highlight flows for CATL, Moutai, Ping An Insurance, Longi Green, Wuliangye.
433 Views
Hong Kong Connect Flows Monthly: Health Care Led Inflows in Jan
We analyzed the Hong Kong Connect Scheme for January and highlight flows for China Mobile, BYD, Simcere, ICBC, CNOOC, Meituan, Geely, CCB, Country...
418 Views