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TBEA Co Ltd A (600089 CH)
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88
Analysis
Industrials
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China
TBEA Co., Ltd. manufactures and markets electrical transformers, wires and cables, and other accessory equipment. Through its subsidiaries, the Company also develops and manages real estate.
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bearish
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TBEA Co Ltd A
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24 Jun 2024 16:50
Quiddity Leaderboard SSE50/180 Dec 24: Some Expected DELs Could Underperform Peers
We see 5 changes for the SSE 50 index and 18 changes for the SSE 180 index. There are four more months for the reference period to end and our...
Janaghan Jeyakumar, CFA
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281 Views
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bullish
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China Telecom
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20 Mar 2023 06:30
SSE50 Index Rebalance Preview: BIG Outperformance Over the Last Month
There could be 5 changes for the SSE50 in June. Estimate one-way turnover is 5.07% and the one-way trade is CNY 3.97bn. The potential adds have...
Brian Freitas
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455 Views
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bullish
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Seres Group
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01 Dec 2024 09:30
SSE50/SSE180 Index Rebalance: Couple of Surprises; Seres Group's Multiple Inclusions; US$3.2bn Trade
5/18 changes for the SSE50/180 in Dec. Seres Group is an add to both indices and the CSI300, so plenty to buy there. Couple of other surprises. The...
Brian Freitas
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507 Views
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bullish
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Seres Group
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04 Nov 2024 18:30
Quiddity Leaderboard SSE50/180 Dec 24: Multiple Changes to Expectations; ~US$2.3bn Collective Flows
We estimate SSE 50 one-way flow to be US$1.98bn and SSE 180 one-way flow to be US$286mn during the December 2024 index rebal event.
Janaghan Jeyakumar, CFA
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390 Views
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bullish
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Cambricon Technologies Lt
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21 Oct 2024 05:50
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...
Brian Freitas
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489 Views
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