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Sinotruk Hong Kong (3808 HK)
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38
Analysis
Industrials
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China
Sinotruk Hong Kong Ltd is a heavy truck manufacturer in China. The company specializes in the research, development and manufacturing of heavy trucks and related key parts and components, including cabins, engines and axles.
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bullish
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Oil & Natural Gas Corp
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08 Aug 2023 00:48
MSCI Emerging Market Index Testing 1+ Year Resistance; Favor EM over EAFE; Top EM Buys Highlighted
MSCI EM Index $EEM Testing 1+ Year Resistance; Favor EM over EAFE $EFA. Top EM Country Overweights: Taiwan, India, Greece; Attractive EM Sectors:...
Vermilion Research
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337 Views
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bearish
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Quantitative Analysis
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16 Jul 2023 10:20
Hong Kong Connect Flows (Jul 14th): Meituan, BYD
We analyzed the Hong Kong Connect Scheme for last week. We estimate the outflows to be USD 38m and highlight flows for Meituan and BYD.
Ke Yan, CFA, FRM
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317 Views
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bearish
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Quantitative Analysis
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02 Jul 2023 10:10
Hong Kong Connect Flows (Jun 30th): ICBC
We analyzed southbound Hong Kong connect flows in the past week. We estimate the outflows to be USD 20 million and highlight flows for ICBC.
Ke Yan, CFA, FRM
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234 Views
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bullish
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Quantitative Analysis
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21 May 2023 10:10
Hong Kong Connect Flows (May 19th): Tencent, China Construction Bank, China Mobile, Li Auto
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for Tencent, China Construction Bank, China Mobile, Li Auto.
Ke Yan, CFA, FRM
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582 Views
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bullish
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S&P BSE SENSEX Index
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13 May 2023 00:52
Broad-Based Improvement in India, Add Exposure/Overweight. Buys: Cyclicals in Japan, India, & Taiwan
Seeing broad-based improvement in India #SENSEX -- overweight/add exposure. We still recommend a tactical overweight to ACWI defensives with $ACWI...
Vermilion Research
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383 Views
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