PRC Shows DiDi Who's Boss: An Analysis of Adverse Regulatory Events on Stock Prices
Last week, I wrote about DiDi's regulatory risk. This week, it's worse. Hence the downgrade. But this is mostly an analysis of how regulatory...
312 Views
Hong Kong Connect Flows: $1.2bn Outflow from Tencent
We highlight southbound inflows of Hong Kong Connect into Geely Auto (175 HK), and Wuxi Biologics (2269 HK), as well as outflows from Tencent (700...
169 Views
Asia Shorts: Xiaomi, Anta, HKEX, BYD, Yamaha, ASICS, Rakuten, Resona, Kakao, HMC, Doosan, Wan Hai
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
211 Views
Hong Kong Connect Flows: Automotive Inflows
We highlight weekly Hong Kong Connect inflows into automotive players led by Geely (175 HK), as well outflows from information technology...
129 Views
China Technology: Sentiment Change Forces Allocation Shift
Allocations in China Technology stocks have soared since late last year, breaking out of their decade long range of between 1.4-2% and powering on...
331 Views