Hong Kong Connect Flows (Oct 27th): Meituan, Semiconductor Manufacturing International, CNOOC
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for Meituan, Semiconductor Manufacturing International, CNOOC.
931 Views
Quiddity HK Connect SOUTHBOUND Flows (To 20 Oct 23): Meituan, SMIC, Great Wall!
SOUTHBOUND flows last week were still mildly positive making it 13 weeks in a row. Great Wall Motors is finally a large net buy.
457 Views
Cainiao Pre-IPO - Initial Thoughts on Valuation
Cainiao Smart Logistics, Alibaba Group Holding’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO.
603 Views
Quiddity A/H Premium Tracker (To Oct13): Volatility Up Bigly, Wide Spreads Wider
The Quiddity A-H Monitor, tracking A/H premium positioning, with interactive tables, charts, and trade recommendations. A bad week as pairwise vol...
480 Views
Hong Kong Connect Flows (Oct 13th): Meituan, Tencent
We analyzed the Hong Kong Connect Scheme for last week and highlight weekly flows for Meituan (3690HK) and Tencent (700HK).
442 Views