Zhejiang Dingli - A (603338 CH) – 3Q22 Earnings +36% YoY Better than Expectation
Dingli reported strong net profit growth of 36% YoY in 3Q22, driven by a surprising recovery of gross margin (+5.8ppt YoY) and FX gains that offset...
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CSI300 Index Rebalance: Big Sector Shift with 28 Changes
The June rebalance of the CSI300 Index will have 28 changes, a large sector skew, one-way turnover of 4.11% and a one-way trade of CNY 10bn. The...
876 Views
CSI300 Index Rebalance Preview: 30 Potential Changes as Sector Rotation Continues
We forecast 30 changes at the June rebalance for the CSI300 Index - most high probability. Industrials, IT and Materials sectors will have net...
660 Views
CSI300 Index Rebalance Preview (June): Maxing Out the 30 Changes
We estimate 30 changes at the June rebalance with a one-way turnover of 4.48% leading to a one-way trade of CNY 7.86bn. The potential adds have...
446 Views
CSI300 Index Rebalance Preview (June 2022): Changes Near the Midway Mark
Nearly midway through the review period for the June rebalance of the CSI300 index, we see 29 potential changes resulting in a one-way turnover of...
618 Views