Quiddity Leaderboard HSTECH Dec 24: Large Flow Expectations Although No Index Changes Expected
We currently estimate total one-way flow to be US$1.2bn during the December 2024 index rebal event. The final caps will be decided based on 3rd...
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Quiddity Leaderboard HSCEI Dec 24: Time for a LONG-SHORT Trade
Our high conviction ADD PICC Property (2328 HK) could outperform our high conviction DEL Longfor (960 HK) over the next few weeks.
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[Blue Lotus Daily-TMT Update]:NTES US/JD US/BABA US/PDD US/VIPS US/3690 HK/AMZN US
New game Eggy Party launches on Nintendo Switch, JD.com introduces On-Demand Delivery Flagship Stores for retail business, NBS releases social...
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SF Holdings A/H Listing - Lower End Looks Digestable
S.F. Holding (002352 CH), China’s largest express delivery company, is now looking to raise around US$800m in its H-share listing in Hong Kong. In...
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Pony AI IPO - Autonomous Valuation
Pony AI (PONY US), an autonomous mobility solutions provider, is looking to raise up to US$195m in its US IPO. In this note, we talk about the IPO...
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