HK Connect SOUTHBOUND Flows (To 19 Jan 2024); High Div SOEs Again BIG Buys as CBBC Hedging Hurts
HK Southbound Connect saw large net buying by mainland investors. ETFs did not play a major role in net flows. Tencent did. High-div SOEs were...
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Hong Kong Connect Flows (Jan 19th): CCB
We analyzed southbound Hong Kong connect flows in the past week and highlight southbound Hong Kong connect flows for CCB.
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HK Short Interest Weekly: Citic Sec
We analyzed the latest HK SFC report for aggregate short position as of Jan 12th and highlight short interest changes in Citic Sec.
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MIXUE Group Pre-IPO - The Negatives - Declining GMV Share
Mixue Group is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we talk about the not-so-positive aspects of the deal.
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MIXUE Group Pre-IPO - The Positives - Leading by a Mile
Mixue Group is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we talk about the positive aspects of the deal.
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