Quiddity Leaderboard HSTECH Sep 24: No Changes but US$425mn One-Way Flows Due to Capping
The highest-ranked potential ADD is AAC Technologies Holdings (2018 HK) and the highest-ranked potential DEL is Ping An Healthcare (1833 HK). These...
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How to Stimulate China's Consumption, Part III
China's healthcare system is supply efficient, which leads to underpaying the healthcare professionals' service but overmedicates. To change,...
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Shulan Health Management Pre-IPO - Still Ramping up but Only a Small Player
Shulan Health Management (1807987D CH) is looking to raise around US$150m in its Hong Kong IPO. In this note, we talk about the firm’s historical...
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Quiddity HSTECH Jun 24 Final Expectations: US$1.6bn One-Way; Li Auto, JD, Xiaomi, Meituan, & Tencent
I estimate one-way flow to be US$1,585mn which translates to a turnover of roughly 8.3%. I do not expect any constituent changes for the HSCEI June...
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HSTECH Index Rebalance Preview: Round-Trip Trade of US$2.4bn in June
We do not forecast any constituent changes for the HSTECH in June but there could be capping changes for 7 stocks. Li Auto is the big buy; there...
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