In today’s briefing:
- Shanghai/Shenzhen Southbound Connect: Weekly Moves (30 June 2022)
- Chinese Property Weekly – 1 July 2022 – Lucror Analytics
- Chinese Property Weekly – 1 July 2022 – Lucror Analytics
- Shanghai/Shenzhen Northbound Connect: Weekly Moves (24 June 2022)
- Hang Seng, MSCI China Near Major Base Breakouts; Bottoms-Up Stock Rec’s in Hong Kong, China, & Japan
- Weekly Wrap – 01 Jul 2022
- Weekly Wrap – 01 Jul 2022
Shanghai/Shenzhen Southbound Connect: Weekly Moves (30 June 2022)
- Inside is a recap of movements in the last week relating to the Shanghai and Shenzhen-Hong Kong Stock Connect facilities, broken down by company and industry.
- Overall, net inflow over the past week was ~US$1.5bn, split US$0.4bn for Shanghai and US$1.2bn for Shenzhen.
- He largest inflows were into Geely Auto (175 HK), Li Auto (2015 HK), and HKEX (388 HK). The largest outflow was in China Mobile (941 HK) and CCB (939 HK).
Chinese Property Weekly – 1 July 2022 – Lucror Analytics
The Chinese Property Weekly focuses on providing updates in the Chinese real-estate sector, including recent regulatory and company developments, top and bottom performers, rating actions, as well as a list of bond maturities in the next 30 days.
Chinese Property Weekly – 1 July 2022 – Lucror Analytics
The Chinese Property Weekly focuses on providing updates in the Chinese real-estate sector, including recent regulatory and company developments, top and bottom performers, rating actions, as well as a list of bond maturities in the next 30 days.
Shanghai/Shenzhen Northbound Connect: Weekly Moves (24 June 2022)
- Inside is a recap of movements in the last week relating to the Hong Kong Stock Exchange -Shanghai and Shenzhen Northbound Connect facilities, broken down by company and industry.
- Overall, net inflow over the past week was ~US$3.9bn, split between Shanghai (+US$2.2bn) and Shenzhen (+US$1.7bn).
- The largest inflows were into Kweichow Moutai (600519 CH) and Hongfa Technology (600885 CH). The largest outflows were in Zijin Mining (601899 CH)and Zhejiang Sanhua Intellignt Controls (002050 CH).
Hang Seng, MSCI China Near Major Base Breakouts; Bottoms-Up Stock Rec’s in Hong Kong, China, & Japan
- Broad global MSCI equity indexes (ACWI,ACWI ex-U.S.,EAFE, and EM) remain bearish with YTD downtrends intact. Until these indexes reverse downtrends, we are bearish and view bounces as bear market rallies.
- Major non-U.S. countries appear to be much further along in the bottoming process, a potential sign that U.S. indexes could take a back seat once global equities finally bottom.
- Indexes that have not made a new low since March: Nikkei 225, TOPIX, TOPIX Small, Hang Seng, Europe’s EURO STOXX 50, and China’s MSCI China (MCHI-US) and China Internet (KWEB-US).
Weekly Wrap – 01 Jul 2022
Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and also showcase a list of the most-read reports.
In this Insight:
- Sunac China Holdings
- Shimao Property Holdings
- Powerlong Real Estate Holdings
- JSW Steel Ltd
- Tata Steel Ltd
and more…
Weekly Wrap – 01 Jul 2022
Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and also showcase a list of the most-read reports.
In this Insight:
- Sunac China Holdings
- Shimao Property Holdings
- Powerlong Real Estate Holdings
- JSW Steel Ltd
- Tata Steel Ltd
and more…
Before it’s here, it’s on Smartkarma