Shanghai/Shenzhen Connect Ideas: Pre-Mid Autumn Hard Liquor Outflows (2019-09-13)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
323 Views
China Auto: Tailwind Is Coming? Not Yet!
According to CPCA, China's PV retail sales are getting worse. It dropped by 21% yoy in the first three weeks of August. Last week, State Council...
406 Views
HK Connect Ideas: Tencent Newsflow Before Earnings, Strong Southbound Flows (2019-08-09)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
438 Views
HK Connect Ideas: One Step Closer to Xiaomi/Meituan Inclusion (2019-08-02)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
498 Views
China NEV: Channel Check Feedback Suggests NEV PV Sales Growth Might Turn Negative
Our channel check shows that major NEV suppliers would have their NEV profitability significantly eroded due to the loss of subsidies for at least...
465 Views