Hong Kong Connect Flows (Aug 2nd): Tencent, China Petroleum & Chemical Corporation, Power Assets
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Tencent, China Petroleum & Chemical Corporation, BOC,...
962 Views
Tencent/Netease: Zero for Major Names; Industry Revenue Growth Flattish in First Half
We analyzed the July China game approval data. Though China is approving games at an speed that is upbeat for investors, concerns remains as to...
557 Views
Hong Kong Connect Flows (Jul 19th): ICBC, China Hongqiao
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for ICBC (1398 HK), China Hongqiao (1378 HK).
316 Views
Hong Kong Connect Flows (Jul 12th): ICBC
We analyzed southbound Hong Kong connect flows in the past week. We estimate that there were inflows of USD 580.9 million and highlight flows for...
308 Views
Shift Up IPO Trading - Strong Demand for Quality Asset but It Has Slipped Out of the Top Games
Shift Up (462870 KS) raised around US$320m in its South Korean IPO, after pricing at the top. In this note, we talk about the trading dynamics.
267 Views