Haier Smart Home (6690 HK): Smart Moves
Haier Smart Home has seen good refrigerators/freezers sales amid the lockdowns and it will also benefit from Rmb depreciation and the government's...
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Smartkarma Originals
China Consumer Discretionary: Beneficiaries of The Nationalistic Trend
We identify Anta Sports, Bosideng and Haier Smart Home as the beneficiaries of rising nationalistic trend of China's consumer discretionary sector...
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China A-Shares - EM Fund Ownership Guide
China A-Shares represent the 6th largest country holding among active EM investors. In this analysis, we analyse the current set up of A-Shares in...
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Mainland Connect NORTHBOUND Flows (To 5 July 2024): Finance, Consumer, IT Sold, Utilities Bought
NORTHBOUND Flows were quite low this week on a gross basis. On a net basis, they were still a net sell and consumer names and finance names were...
281 Views
Northbound Flows (Jul 5th): 4 Weeks of Outflows
We analyzed northbound Shanghai/Shenzhen connect flows in the past week. We estimate the outflows to be USD1.8bn and highlight flows for CATL.
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