China & HK Strategy: Names to Watch for Market Value Management
CSRC's Market Value Management Guidelines will benefit the H-share banks and infrastructure construction companies because their A-shares have P/B...
181 Views
A-H Premium Weekly (Oct 11th):BYD, SMIC, TSINGTAO, Guotai Junan Securities, HAITONG, CanSino
We analyzed A-H premium changes in the past week and highlight A-H premium changes for BYD, SMIC, TSINGTAO, Guotai Junan Securities, HAITONG,...
320 Views
HSCI Index Rebalance: 38 Adds, 29 Deletes & Changes to Southbound Stock Connect
There are 38 adds and 29 deletes for the HSCI at the September rebalance to take the number of index constituents up to 518. There will be a lot of...
485 Views
HSCI Index Rebalance Preview and Stock Connect: Potential Changes in September
There could be nearly 80 adds/deletes for the HSCI in September. That will trigger changes to the Southbound Stock Connect list and increase flows...
551 Views
A/H Premium Tracker (To 7 Jun 2024): Hs Outperform Their As. Great Wall (2333) Suffers, Utes Win
AH Premia shrink on the week, after two weeks of A-share rebound vs HK stocks. Spreads remain wide enough to matter. Trends in flows are OK...
450 Views