JD.com Tencent Div Distribution - The US$10bn Overhang
On 23rd Dec 21, Tencent declared a dividend in the form of distribution in specie of 1 share of JD.com for every 21 shares of Tencent. The shares...
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EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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Northbound Flows (Jul 19th): Midea, Zhongji Innolight, Mindray
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Midea, Zhongji Innolight, Mindray.
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Hong Kong Connect Flows (Jul 19th): ICBC, China Hongqiao
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for ICBC (1398 HK), China Hongqiao (1378 HK).
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HK Short Interest Weekly: Tencent, Nongfu Spring, China Shenhua, Petrochina, New Oriental
We analyzed the latest HK SFC report for aggregate short position as of Jul 12th and highlight short interest changes in Tencent, Nongfu Spring,...
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