HK Short Interest Weekly: Hscei Etf, Bud Apac, CMB, Tencent, Wuxi Apptec, Wuxi Bio
We analyzed the latest HK SFC report for aggregate short position as of Feb 2nd and highlight short interest changes in Hscei Etf, Bud Apac, CMB,...
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Quiddity HSTECH Mar 24 Flow Expectations: US$415mn One-Way if the Low-Conviction Change Takes Place
I see US$415mn one-way index flows assuming Tongcheng Travel (780 HK) gets added and GDS Holdings (9698 HK) gets deleted. However, I see these as...
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Quiddity HSCEI Mar 24 Flow Expectations: Zhongsheng (881 HK) Downtrend Could Continue
I estimate one-way flow to be US$235mn which translates to a turnover of ~2%. However, these estimates are based on the low-conviction assumption...
409 Views
HK Connect SOUTHBOUND Flows (To 9 Feb 2024); Net Tech Selling STILL, Net SOE Buying, STILL
SOUTHBOUND saw net buying on this shortened week pre-CNY as stocks rebounded from the previous week's dramatic selloff. High Div SOEs were bought...
336 Views
GEMWeekly (9 Feb 2024): China Macro; Hyundai Motor, SMIC, Tencent, TSMC, Baidu
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
405 Views