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Kweichow Moutai (600519 CH)
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459
Analysis
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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Shenzhen Inovance Technology Co.,
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04 Dec 2023 11:21
Mainland Connect NORTHBOUND Flows (To 1 Dec 23): Back to Net Buying Led by Autos, SZ Inovance, HSR
Quiddity NORTHBOUND Mainland Connect Monitor: Net buying resumes. EVs see rebound flows on BYD. Shenzhen Innovance and Beijing Shanghai HSR are two...
Travis Lundy
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325 Views
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bearish
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Quantitative Analysis
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04 Dec 2023 10:05
Northbound Flows (November): Inflows (Consumer Staples, Healthcare) Offset by Outflows (Financials)
We analyzed the Shanghai/Shenzhen Connect Scheme for November and highlight flows for Moutai, Hygon Information Technology, Shanghai United Imaging...
Ke Yan, CFA, FRM
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387 Views
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bullish
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Great Wall Motor
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26 Nov 2023 06:31
A/H Premium Tracker (To 24 Nov 23): H Down Vs A, SOUTHBOUND Selling Continues, Tech Still Sold
The Quiddity A/H Premium tracker (an H/A discount version is also available (and I like that one better)). Hs underperform As. Tech is worst....
Travis Lundy
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434 Views
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bearish
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BYD
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26 Nov 2023 06:22
Mainland Connect NORTHBOUND Flows (To 24 Nov 23): Chongqing Changan (Bought) Vs BYD (Sold)
Mainland Connect (NORTHBOUND) flows continue to sell net selling. This week was RMB -3.16bn. The big buy this week was Chongqing Changan, the big...
Travis Lundy
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394 Views
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bullish
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ZJLD Group
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24 Nov 2023 07:45
2024 High Conviction - ZJLD - Buoyed by a Premiumisation Shift
In Apr 2023, ZJLD Group (6979 HK) raised around US$676m in its HK IPO. While it initially had a turbulent listing, the shares are now trading above...
Clarence Chu
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512 Views
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