HK Connect SOUTHBOUND Flows (To 22Dec23); CNOOC/Energy To The Buy Side; Tencent Heavily Sold, Again.
In HK Connect, SOUTHBOUND flows this week were slightly positive but the big story was a big sell of Tencent and buying of ETFs. On average, liquid...
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[Blue Lotus Sector Update]: Latest Developments in Short Video Point to Possibilities
The competition in the short-play market may hinder the collaboration between Weixin Video Account and Douyin China, but Tencent is expected to...
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[Blue Lotus Daily - TMT Update] 1024 HK/PDD/BABA/Shein/VIPS/3690 HK/JD
Kuaishou to charge merchants for "Buy now, Pay later" tool; PDD's Shein lawsuit update; Nike may open official store on PDD.
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REPT BATTERO Energy IPO Trading - Needs to Correct by 20-30%, at Least
REPT BATTERO Energy (REPT) raised around US$270m in its Hong Kong IPO. In this note, we talk about the demand and trading dynamics.
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Hong Kong Connect Flows (Dec 15th): Meituan, Tencent
We analyzed southbound Hong Kong connect flows in the past week and highlight weekly Hong Kong connect flows for Meituan and Tencent.
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