Hang Seng Index, Hang Seng Tech Index, AIA, Tencent, and China Resource Land
The announcement of easing most Covid restrictions resulted in a new rally high, but the close was below at least the previous two-day open/closes,...
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Country Garden Placement - Hot on the Heels of the Last Deal, Momentum Has Shifted
Country Garden Holdings Co (2007 HK) aims to raise around US$500m via a primary placement. In this note, we will run the deal through our ECM...
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China’s Efforts to Prop Up Property Market Fall Short
New property sales in China continued to plunge in October despite government attempts to stabilize the market, with top builders faring better...
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Country Garden, China Resource Land, Alibaba, and HSBC
Wish had more conviction for writing this update. The framework for determining if the bounce is durable or if a trend reversal has occurred is not...
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Hong Kong Connect Flows (Oct 28th): Tencent, Meituan, Wuxi Biologics, Kuaishou
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for Tencent, Meituan, Wuxi Biologics, Kuaishou.
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