Mainland Connect NORTHBOUND Flows (To 12 Apr 2024): NB A Net Seller; Flows See Semi/Tech Buys
NORTHBOUND Connect flows are again to the sell side (they were a sell in last week's shortened week too). Kweichow was a BIG net sell. Semi tech...
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A-H Premium Weekly (Apr 12th): GWM, Beigene, Cansino, First Tractor
We analyzed A-H premium changes in the past week and highlight A-H premium changes for GWM, Beigene, Cansino, First Tractor.
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Hong Kong: Q1 Short Interest Recap
Short notional in Hong Kong is HK$338bn and has been falling over the last 3 years due to a drop in the market. We look at stocks that have seen...
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Quiddity HSCEI Jun 24 Flow Expectations: Many Reasons to Follow the Developments Closely
The reference period for HSCEI June 2024 review ended on 31st March 2024 and my expectations for index changes remain unchanged since I published...
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Northbound Flows (Apr 3rd): CATL, Moutai
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for CATL, Moutai. Not e that connect scheme was closed...
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