SH/SZ Connect Flow Weekly: Luzhou Laojiao, Unigroup, Wuliangye, Lens Technology
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to highlight key stocks and sectors which the mainland investors traded via the...
286 Views
Global Equity Chart Book: Stick With EM Over EAFE
With RS uptrends intact we continue to recommend Sector overweights to MSCI EM Technology, Consumer Discretionary, Health Care, and Communications....
408 Views
Shanghai/Shenzhen Connect - $8.4 Bn Inflows in February (Kweichow Moutai, Aier Eye, Luxshare)
In our Discover SZ/SH Connect series, we aim to help our investors understand the flow of northbound trades via the Shanghai Connect and Shenzhen...
349 Views
IPhone "Super Cycle": Daunting Retail Price, Limited Initial Supply & Pushing for Hi-End Model Sales
In less than one month, three new iPhone models will be launched: iPhone 8 (with the OLED screen), iPhone 7s Plus and iPhone 7. Our latest checks...
412 Views
Build-Your-Dream on Government's Life Support
Our deep dive into BYD Co Ltd (H) (1211 HK)'s electric vehicle business model last year led us to the conclusion that as soon as the governments’...
248 Views