Northbound Flows (Nov 17th): Luxshare Precision, Mindray, Ping An Insurance
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Luxshare Precision, Mindray, Ping An Insurance.
496 Views
State-Owned Companies Buy Back Shares to Boost Investor Confidence
About 50 Chinese state-owned companies are trying to bolster investor confidence by rolling out share buybacks or plans by big stockholders to...
372 Views
Quiddity A/H Premium Weekly (To 22Sep23): Financials & Communications Dominate Flows
Quiddity A-H Premia Monitor with interactive tables/charts, and trade recos. Net portfolio performance has been positive every week since re...
540 Views
Week 2 of the Brand New and Extra Spiffy 🦄 H/A-Share Discount/Premium Weekly (As of 18 Aug 2023)
Week 2 of the Brand New and Extra Spiffy H/A Discount Monitor. Thanks for the requests. Some are implemented. Some are on the way. Trades were up...
453 Views
Evergreen Marine: 'H1 Earnings Plunged Dramatically Y/Y' | Also, 'H1 Earnings Were Pretty Damn Good'
Evergreen, Maersk, and ZIM have all reported H1 results. Yes, margins and returns were a fraction of what they were in 2021-22, but H123 earnings...
438 Views