Zeekr Pre-IPO - Quick Note - Recent Filing Updates - 007, Earnings on Track
ZEEKR (ZK US), a premium EV brand by Geely Auto (175 HK), aims to raise around US$500m in its US listing. In this note, we talk about the updates...
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2024 High Conviction: Long BYD and Short Tesla
Tesla operational data has started to crack, while BYD has gotten even better. With Tesla's share price outperformed BYD's this year by around 70%,...
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Hong Kong Connect Flows (Nov 24th): Xpeng, Tencent, Meituan, Li Auto
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for Xpeng, Tencent, Meituan, Li Auto.
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HK Short Interest Weekly: AIA, Baba, Beigene
We analyzed the latest HK SFC report for aggregate short position as of Nov 17th and highlight short interest changes in AIA, Baba, Beigene.
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HK Connect SOUTHBOUND Flows (To 24 Nov 23); ETF Buying Offsets Broad Selling, Especially in Tech
HK Connect SOUTHBOUND flows were to the sell side again. Last week was driven by ETFs, this week by single stocks, especially tech, and China...
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