bullish

Northbound Flows (Feb 2nd): Moutai, CATL, Wuxi Apptec, Midea

424 Views04 Feb 2024 10:15
SUMMARY
  • We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of February 2nd.
  • We estimate the weekly inflows to be US$1,618.3 million, led by information technology, industrials, consumer staples sectors, and offset by financials, energy.
  • We highlight flows for Moutai, CATL, Wuxi Apptec, and Midea.
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