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Hangzhou Silan Microelectronics Co., Ltd (600460 CH)
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13
Analysis
Information Technology
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China
Hangzhou Silan Microelectronics Co., Ltd develops, researches, tests, and sells integrated circuits.
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bullish
•
Eoptolink Technology
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15 Jul 2024 05:40
CSI300 Index Rebalance Preview: 18 Changes in Dec; Third Plenum; ETF Inflows; Short Sell Crackdown
There could be 18 changes in December. The adds have outperformed the deletes but near-term performance has been meh. There were ETF inflows last...
Brian Freitas
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317 Views
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bearish
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China Northern Rare Earth Group High-Tech
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03 Jun 2024 16:15
Quiddity SSE50/180 Jun 24 Rebalance: US$1.8bn One-Way Flow; LONGs up 8.6% Vs SHORTs in a Month
On average, the LONGs are up 5.6% and the SHORTs are down 3.0% since the pair trades were suggested (on 6th May 2024). Some of these have to be...
Janaghan Jeyakumar, CFA
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293 Views
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bearish
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AECC Aviation Power
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15 Feb 2024 14:06
Quiddity Leaderboard SSE50/180 Jun 24: US$1.5bn Index Flows One-Way
According to my latest estimates, the SSE 50 expected ADDs and DELs could see US$1.34bn index buying and US$697mn index selling respectively.
Janaghan Jeyakumar, CFA
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359 Views
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bearish
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Thematic (Sector/Industry)
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24 Jun 2022 05:20
MSCI China Funds: Semiconductor Growth Stalls
With near record overweights and stalling ownership growth, active China managers should consider whether overweight Semiconductors is the right...
Steven Holden
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470 Views
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bullish
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TBEA Co Ltd A
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29 May 2022 08:00
CSI300 Index Rebalance: Big Sector Shift with 28 Changes
The June rebalance of the CSI300 Index will have 28 changes, a large sector skew, one-way turnover of 4.11% and a one-way trade of CNY 10bn. The...
Brian Freitas
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849 Views
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