COFCO Joycome (1610 HK): Brewing a Hog Cycle Upturn?
Cofco Joycome is well-positioned for China's hog cycle upturn, potential supply disruption from anti-dumping investigation into EU pork. Peers...
288 Views
Quiddity Leaderboard ChiNext Dec 24: Several Last-Minute Surprises; New Trade Idea
We estimate one-way flows of US$578mn for the ChiNext index rebalance and US$171mn for the ChiNext 50 rebalance in December 2024.
319 Views
China ETF Inflows & Impact: Concentrated, Then Diversified; Central Huijin Steps Up
Nearly US$37bn has flowed into mainland China listed ETFs since 2 January and could be driven by the National Team supporting the market. Central...
538 Views
Quiddity Leaderboard ChiNext & ChiNext 50 Jun 24: Double Impacts for Some Names
I see four ADDs/DELs for the ChiNext index and three ADDs/DELs for the ChiNext 50 index. Collectively, I expect these changes to cause US$259mn one...
498 Views
Dekon Food and Agriculture Group IPO Trading - Tight Float at Listing, Subscription Rates Were Tepid
Dekon Food and Agriculture Group (DFAG CH) raised around US$128m in its Hong Kong IPO. In this note, we will talk about the demand and trading...
519 Views