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bullish
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KraneShares CSI China Internet ETF
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18 May 2024 19:49
Red Dragon Awakening
Focusing on Chinese names that have already been leading, and these are the ones most likely to continue to do so going forward. Very specific...
Douglas Busch
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bullish
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Zen Technologies
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18 May 2024 19:36
Zen Technologies: Building a Strong Moat in Indian Defence Theme
Zen Technologies: Leading in niche defense equipment with a strong moat and 4x order book; management targets 100% revenue growth in FY25.
Sudarshan Bhandari
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87 Views
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bullish
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Li Auto
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18 May 2024 19:20
HSTECH June 2024 Rebal - No Changes But Big Capping Flows, As Expected; 8% US$1.6bn One-Way
Quiddity did not expect any name changes to the HSTECH index in June 2024 but we expected big flows because of significant capping impact, mostly...
Travis Lundy
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28 Views
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bullish
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Zijin Mining Group Co Ltd H
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18 May 2024 19:17
HSCEI June 2024 Rebal - Zijin Mining (2899) ADDed, Xinyi Solar (968) DELETEd
The HSCEI Index sees one add and one delete. The ADD of Zijin was expected. Quiddity expected Xinyi Solar to be deleted, and Sensetime too, but it...
Travis Lundy
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24 Views
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bullish
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BYD Electronics
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18 May 2024 19:13
HSI June 2024 Rebal - BYD Electronics (285) ADDed, Cogard Svcs (6098) DELETEd, and Capping Flows
Hang Seng rebals are usually difficult to predict because the whims and fancies of the index committee are tough to know. We got the DELETE right....
Travis Lundy
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