HK Connect SOUTHBOUND Flows (To 1 Mar 2024); Continued Big Buys of SOEs (Getting Boring to Say This)
The HK Connect SOUTHBOUND flows were again positive. SOEs continue to be bought. The ex-dates for high-div SOEs in the oil and telecom sectors are...
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Hong Kong Connect Flows (Feb 23rd): CNOOC, China Mobile
We analyzed southbound Hong Kong connect flows in the past week and highlighted the weekly flows for CNOOC, China Mobile.
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HK Connect SOUTHBOUND Flows (To 23 Feb 2024); Selling of Consumer Stocks, But Big Buys of SOEs
SOUTHBOUND saw significant net buying in the first week after Chinese New Year. Large caps and SOEs were heavily bought. Especially in energy and...
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Xiaocaiyuan International Holding Pre-IPO - Strong Network Expansion and Same Store Sales Growth
Xiaocaiyuan International Holding (XCY HK) is looking to raise up to US$200m in its upcoming HK IPO. In this note, we talk about the company’s...
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CPI Falls Again in China as Japanification Narrative Does the Rounds
China reports more deflation, but authorities are injecting massive liquidity into the system and focusing on the stock market; some parts of the...
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