Alibaba Potential IPOs - Part 1 - Six Mini-Alibabas - Some Are More Ready than Others to List
Alibaba recently announced that it would adopt a new organizational structure, splitting into six major business groups and other investments. In...
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China A-Shares - EM Fund Ownership Guide
China A-Shares represent the 6th largest country holding among active EM investors. In this analysis, we analyse the current set up of A-Shares in...
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Mainland Connect NORTHBOUND Flows (To 12 July 2024): Finance, Industry, Infotech Bought
NORTHBOUND saw net buying. Significant volume spread across a LOT of names, not index-weighted. The weights indicate some short-covering ahead of...
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Northbound Flows (Jul 12th): Moutai, Yangtze Power, Ping An Insurance, Cosco Shipping, CNNP
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Moutai, Yangtze Power, Ping An Insurance, Cosco...
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Mainland Connect NORTHBOUND Flows (To 5 July 2024): Finance, Consumer, IT Sold, Utilities Bought
NORTHBOUND Flows were quite low this week on a gross basis. On a net basis, they were still a net sell and consumer names and finance names were...
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