China Catering Sector: Positioning for Interim Results
Positive profit alerts from both Jiumaojiu and Haidilao highlights both efficiency improvement and growth concerns. We discuss our thoughts about...
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Hong Kong Connect Flows (Jul 21st): Tencent, HSBC
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for Tencent Holdings Limited and, HSBC.
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HK Short Interest Weekly: ABC, ICBC, Li Ning
We analyzed the latest HK SFC report for aggregate short position as of Jul 7th and highlight short interest changes in ABC, ICBC, Li Ning.
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Hong Kong Connect Flows (Jun 16th): CCB
We analyzed the Hong Kong Connect Scheme for last week. We estimate the inflows to be USD 1.5bn and highlight flows for China Construction Bank.
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Hong Kong Connect Flows (Jun 9th): Tencent, China Mobile, CCB
We analyzed the Hong Kong Connect Scheme for last week and highlight flows for Tencent, China Mobile, and China Construction Bank.
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