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Kweichow Moutai (600519 CH)
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Consumer Staples
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China
Kweichow Moutai Co., Ltd. manufactures spirits. The Company's spirit products are distilled from sorghum and wheat. Kweichow Moutai markets its products worldwide.
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bullish
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LONGi Green Energy Technology
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30 Dec 2023 14:42
Mainland Connect NORTHBOUND Flows (To 29 Dec 23): Renewables Are a BIG NET BUY This Week
Very strong "week" of net NORTHBOUND inflows this week, with Weds+Thursday seeing RMB 19bn of inflow on strong volume. Thurs HUGE volume....
Travis Lundy
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334 Views
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bullish
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Contemporary Amperex Technology (CATL)
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23 Dec 2023 18:45
Mainland Connect NORTHBOUND Flows (To 22 Dec 23): CATL Is the BIG BUY This Week
NORTHBOUND was slightly net sell at -2.2bn RMB on the week but notably, the week was flat through Thursday. CATL was the big buy.
Travis Lundy
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687 Views
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bullish
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Shenzhen Mindray Bio-Medical Electronics
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17 Dec 2023 19:11
Mainland Connect NORTHBOUND Flows (To 15 Dec 23): Mindray Consistently Bought, Midea Sold
NORTHBOUND Mainland Connect saw significant net outflows. It would have been a lot smaller but Friday mid-day saw a HUGE net buy day become a net...
Travis Lundy
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484 Views
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bearish
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Quantitative Analysis
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17 Dec 2023 10:15
Northbound Flows (Dec 15th): China Yangtze Power, Mindray, BYD, Wuliangye
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for China Yangtze Power, Mindray, BYD, Wuliangye.
Ke Yan, CFA, FRM
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406 Views
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bullish
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Pharmaron Beijing
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10 Dec 2023 21:00
A/H Premium Tracker (To 8 Dec 23): H Down Vs A, Again, Despite SOUTHBOUND Buying; Pharmas Weak
Hs in H/A Pairs have underperformed their As by nearly 3% in two weeks despite SOUTHBOUND buying. This week sectors were mixed (last week every one...
Travis Lundy
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381 Views
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