HK Connect SOUTHBOUND Flows (To 5 Jul 2024); SOE Bank and SOE Petro-Energy Flows Dominate
SOUTHBOUND flows this week were net positive every day. SOE Banks and SOE Energy names absolutely dominated the net buy list. The rest is kind of a...
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EQD | HSBA Vs ICBC (5 HK,1398 HK): Trade a Relative Value Vol Spread
A relative value vol trade within the Chinese Banking sector. We look at a trade HSBC and ICBC and consider a negative real estate scenario.
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CX Daily: Pandemic-Era Helping Hand Comes Back to Haunt China’s Banks
Loans / In Depth: Pandemic-era helping hand comes back to haunt China’s banks A government-encouraged surge in lending designed to be a lifeline...
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A/H Premium Tracker (To 3 May 2024): Minimal Moves in 2-Day Week
AH Premia were mixed this past 2-day week. High premia saw As outperform. Low premia saw Hs outperform. HK stocks boomed Thurs/Fri so As may boom...
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China & HK Strategy: Names to Watch for Market Value Management
CSRC's Market Value Management Guidelines will benefit the H-share banks and infrastructure construction companies because their A-shares have P/B...
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