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Xiaomi Corp (1810 HK)
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Analysis
Information Technology
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China
Xiaomi Corporation manufactures communication equipment and parts. The Company produces and sells mobile phones, smart phone software, set-top boxes, and related accessories. Xiaomi markets its products worldwide.
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bullish
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Cross Asset Strategy
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29 Jan 2024 08:33
China Macro: Sector Positioning Update
Sector positioning among active China Funds. Industrials and Consumer Staples Remain Top Overweights, Energy shows signs of a turnaround, whilst...
Steven Holden
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263 Views
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bullish
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JOYY
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02 Jan 2024 09:39
JOYY (JOYY US): Rumoured Privatisation
A little over three years after entering into an SPA, Baidu (9888 HK) has now terminated discussions with JOYY (YY US) as the closing conditions...
David Blennerhassett
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935 Views
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bullish
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Midea Group Co Ltd A
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25 Oct 2023 08:31
Midea A/H Listing - Early Look - Probably Raising Acquisition Currency
Midea officially filed for an H-share listing yesterday. As per media reports the company is looking to raise up to US$3bn in Hong Kong.
Sumeet Singh
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876 Views
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bullish
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S.F. Holding
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03 Aug 2023 11:14
Bifurcated Chinese Express Market Developing
We will write more about SF Holding soon as the company prepares to seek a secondary listing in Hong Kong. But we believe some of the themes we...
Daniel Hellberg
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844 Views
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bullish
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China Mobile
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23 Apr 2023 22:32
Another Reason To Like China Mobile (941 HK)
China Mobile remains cheap as it likely has more dividend payout ratio upside as per the plans when the A-shares were listed. Now we are on track...
Travis Lundy
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730 Views
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