Guoquan Food Pre-IPO - Decent Track Record, Although Newfound Profits Could Be Unsustainable
Guoquan Food (Shanghai) (1786512D CH) is looking to raise about US$500m in its upcoming Hong Kong IPO. Guoquan Food (Shanghai) is a home meal...
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China Catering Sector: Long Xiabuxiabu / Short Jiumaojiu
The recovery of China catering sector remains on track. We recommend long Xiabuxiabu / short Jiumaojiu to play the recovery while hedging against...
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Hong Kong Connect Flows Monthly: First Monthly Outflows in 12 Months
We analyzed the Hong Kong Connect Scheme for February and highlight flows for China Mobile, GWM, Sensetime, Tencent, HKEx, CCB, Meituan, BYD.
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Hong Kong Connect Flows Monthly: Health Care Led Inflows in Jan
We analyzed the Hong Kong Connect Scheme for January and highlight flows for China Mobile, BYD, Simcere, ICBC, CNOOC, Meituan, Geely, CCB, Country...
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Hong Kong Connect Flows (Jan 20th): China Mobile, Tencent, Meituan, CCB, HKEX
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for China Mobile, Tencent, Meituan, China Construction Bank,...
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