SSE50 Index Rebalance Preview: Potential Inclusions Continue to Outperform; Trim into Strength
There could be 5 changes in Dec. Estimate 1-way turnover is 6.5% leading to a one-way trade of CNY11.95bn (US$1.7bn). The potential adds have...
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Quiddity Leaderboard SSE50/180 Dec 24: Multiple Changes to Expectations; US$2.2bn One-Way
On average, the SSE 50 expected ADDs/DELs have ~3x ADV to trade. We expect US$1.9bn one-way flows for SSE 50 and US$288mn one-way flows for SSE 180...
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Volkswagen’s China JV Weighs Shuttering Car Plant as It Accelerates Shift to EVs
Volkswagen AG’s China joint venture (JV) with state-owned SAIC Motor Corp. Ltd. (600104.SH +2.57%) is considering shutting down a combustion...
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Quiddity Leaderboard SSE50/180 Dec 24: Some Changes to Expectations; US$1.5bn One-Way for SSE 50
We estimate one-way flows for SSE 50 and SSE 180 to be US$1.5bn and US$235mn respectively. Some of the names in our expected ADDs/DELs list have...
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Tech Supply Chain Tracker (10-Sep-2024): SLMs expand in GenAI markets - DIGITIMES.
DIGITIMES Research: SLMs expanding in GenAI, Joinsoon Electronics targeting 50:50 split in production by 2025. Challenges for European carmakers,...
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