China Consumer Discretionary: Reducing The Underweight
Active China funds are rotating back in to the Consumer Discretionary sector. Holding weights bottomed out in early 2022, with an increasing...
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Hong Kong Connect Flows (Dec 23rd): Tencent, Kuaishou
We analyzed the Hong Kong Connect Scheme for last week and highlight flows for Tencent (700 HK), Kuaishou Technology (1024 HK).
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HK Short Interest Weekly: SITC, CMB, Hua Hong Semiconductor, Yum China, Wharf Real Estate
We analyzed the latest HK SFC report for aggregate short position as of Dec 16th and highlight short interest changes in SITC, CMB, Hua Hong...
484 Views
REPT BATTERO Energy Pre-IPO Tearsheet
REPT BATTERO Energy (REPT HK) is looking to raise US$1bn in its upcoming Hong Kong IPO. The bookrunners on the deal are Morgan Stanley, and Citic...
630 Views
GoTo IPO Lockup Expiry Follow-Up - Has Corrected but Has Traded Relatively Little Volume
GoTo pre-IPO shareholders were released from the lockup on 1st Dec 2022, which led to a 47% slide in its share price. While the stock has...
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