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...
767 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.
519 Views
Mainland Connect NORTHBOUND Flows (To 15 Dec 23): Mindray Consistently Bought, Midea Sold
NORTHBOUND Mainland Connect saw significant net outflows. It would have been a lot smaller but Friday mid-day saw a HUGE net buy day become a net...
494 Views
Northbound Flows (Dec 15th): China Yangtze Power, Mindray, BYD, Wuliangye
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for China Yangtze Power, Mindray, BYD, Wuliangye.
412 Views
A-H Premium Weekly (Dec 15th): CMB, China Tourism, Ping An Insurance, BYD
We analyzed A-H premium changes in the past week and highlight A-H premium changes for CMB, China Tourism, Ping An Insurance, BYD.
522 Views