Midea Group (300 HK): IPO Open Now; Upcoming Index Flows
Midea Group is offering the H-shares at a 20.9-25% discount to the A-shares and is expected to list on 17 Sep. The H-shares could get Fast Entry to...
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China & HK Strategy: Sell in September and Go Away, Really?
It pays to be cautious for HSI investors in Sep and Oct, with opportunities for a year-end rally in Nov and Dec. Despite the 3% drop in MTD, it is...
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HSI, HSCEI, HSTECH, HSIII: Rebalance Flows Post Capping (Sep 2024)
The September rebalance of the HSI, HSCEI, HSTECH and HSIII indices will use today's closing prices for capping. The round-trip trade across the...
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August Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
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Naspers X Prosus Discount Update Post Tencent 2Q FY24 Results, Narrowing Gains Momentum
The discounts of Naspers and Prosus have continued to narrow through August. We provide an update on how the discounts have traded since Tencent...
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