China Auto: End Demand Remains Weak, Local Brands Start Outperforming
We revise our China's PV shipment estimate from a 8% yoy decline to a 9% yoy decline, taking into account slightly weaker than estimated PV demand...
302 Views
HK Connect Flows: $248m Inflows into Meituan on the First Day of Inclusion
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
318 Views
HK Shorts - Covering in Consumer Discretionary Names
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 25 October. Total short...
362 Views
Great Wall Motor (2333 HK) - 3Q19 Results Surprise - Is Now the Time to Get Back into Chinese Autos?
Clearly the latest earnings caught the market on the hop. We have identified four factors for investors to look at : Accounting Shennanigans Being...
389 Views
HK Connect Flows: Meituan/Xiaomi Inclusion on Monday Confirmed
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
346 Views