bullish
A/H Premium Tracker (To 28 Jun 2024): AH Premia Still Rebounding But Wide Spreads Narrowing
236 Views01 Jul 2024 22:01
AH Premia continue to gently rise, but the very wide spreads are seeing Hs outperform As. This "twist" is still a good strategy in my book. The very wide spreads are indeed, very wide.
What is covered in the Full Insight:
- Introduction
- Southbound Inflows
- Northbound Commentary
- Performance Analysis
- Recommendations
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 4-minute read)
Discussions
(Paid Plans Only)
- A/H Premium Tracker (To 19 Jul 2024): SB Bought, NB Sold, HK Crushed Vs A-Shares21 Jul 2024
- A/H Premium Tracker (To 12 Jul 2024): Roughly Flat Week Ahead of 3rd Plenum, Possible A Short-Covers14 Jul 2024
- A/H Premium Tracker (To 5 Jul 2024): Spread Curve Torsion Still Strong07 Jul 2024
- Mainland Connect NORTHBOUND Flows (To 28 June 2024): BIG Consumer Name Selling Again01 Jul 2024
- HK Connect SOUTHBOUND Flows (To 28 June 2024); Still a Net Buy, but Less Strong. Financials Dominate01 Jul 2024
- Mainland Connect NORTHBOUND Flows (To 21 June 2024): BIG Consumer Name Selling Again22 Jun 2024
x