HK Connect Ideas: Eight Weeks of Inflows, Sinoma, Sino Biopharm, Meituan/Xiaomi (2019-07-05)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
468 Views
Last Week in Event SPACE: Toshiba, Meituan/Xiaomi, Harbin Electric, Asia Sat, Jardines, Caesars
Last Week in Event SPACE ... Despite Toshiba Corp (6502 JP) having underperformed the TOPIX100 since the buybacks began and ~10% of shares out to...
540 Views
Meituan/Xiaomi: Thoughts On Trading the Likely Hong Kong Connect Inclusion This Month
Meituan Dianping (3690 HK) and Xiaomi Corp (1810 HK), two of the biggest technology stocks listed on the Hong Kong Stock Exchange, are expected to...
620 Views
HK Connect Ideas: Seven Weeks of Inflows, Shenhua Energy, CIMC, Bosideng (2019-06-28)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
514 Views
Alibaba (BABA): Failure of “New Retail”
We are pessimistic about “new retail”, but still optimistic about BABA. Our price target is still at USD232, significantly higher than the market...
542 Views