Bharti Hexacom Pre-IPO - The Positives - Earnings Have Been Recovering Well
Bharti Hexacom is looking to raise up to US$1bn in its upcoming India IPO. In this note, we talk about the positive aspects of the deal.
281 Views
Hong Kong Connect Flows (Feb 9th): Tencent
We have analyzed southbound Hong Kong connect flows in the past week and highlighted Hong Kong connect flows for Tencent.
1.3k Views
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,...
332 Views
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...
448 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...
321 Views