Mainland Connect NORTHBOUND Flows (To 22 Dec 23): CATL Is the BIG BUY This Week
NORTHBOUND was slightly net sell at -2.2bn RMB on the week but notably, the week was flat through Thursday. CATL was the big buy.
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[Blue Lotus Daily]: NIO/1211 HK/LI/XPEV/300274 CH/300750 CH/601012 CH/JKS/ LKNCY
Germany ending EV subsidies has little immediate impact on Chinese makers. China's customs export data for November shows a decline. "Thailand...
620 Views
Asian Autos: Increasing Exposure Reflects Rising Market Confidence
Improved sentiment in Asia Ex-Japan Autos sector as sustained increases in positioning from active funds continue through 2023.
638 Views
China Consumption Weekly: East Buy, NIO, Tencent, PDD, Alibaba, JD.com
East Buy plunged after a conflict broke out between the top broadcaster and the management team. NIO will launch a second brand for low price...
749 Views
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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