Prosus X Naspers: Discounts Catch Bid on China Stimulus, Trip.com Stake Fully Exited
The discounts of Naspers and Prosus have rallied following news flow out of China on fresh stimulus measures. There is likely room for further...
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After the Rally. What Next for the Hong Kong Market?
The emergence of the PBoC Put and what to do now that the Hang Seng Index has rallied so fast and hard. Has the boat been missed?
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China Resources Beverage Pre-IPO - Thoughts on Valuation
China Resources Beverage has now filed its PHIP and will begin pre-marketing soon. We will have a look at its latest filing and revise our...
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Midea A/H Listing - Strong Demand for Quality Asset, Index Flows Could Help in the near Term
Midea Group Co Ltd A (000333 CH) raised around US$4.6bn in its H-share listing (including over-allocation), after the deal was upsized. In this...
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Hong Kong Connect Flows (Sep 13th): $1.5bn Inflows into Baba Post Inclusion
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, CCB, ICBC, Kuaishou Technology, Tencent,...
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