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Quiddity Advisors
Pan-Asia Catalysts/Events
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bullish
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Guolian Securities Co Ltd H
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19 May 2024 20:39
A/H Premium Tracker (To 17 May 2024): Hs Rally Huge Vs As, Again. Avg A/H Premium Lowest in 4yrs
AH Premia now the lowest, on average, for nearly four years. This is against near-5yr highs just 12wks ago. Hs are moving on foreign flows into HK...
Travis Lundy
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71 Views
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bullish
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Luxshare Precision Industry
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19 May 2024 20:36
Mainland Connect NORTHBOUND Flows (To 17 May 2024):
NORTHBOUND net flows continue to be positive, belying the mainland story that foreigners are being bad. But they aren't keeping pace with HK.
Travis Lundy
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73 Views
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bullish
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Tencent
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19 May 2024 20:35
HK Connect SOUTHBOUND Flows (To 17 May 2024); Banks, Banks, Banks, Tencent, and Big SOEs
SOUTHBOUND's streak of weekly net inflows continues unabated. Some of the flows may be driven by Central Huijin buying banks, and some may be...
Travis Lundy
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133 Views
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bearish
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Yichang HEC Changjiang Pharma
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19 May 2024 07:05
Yichang HEC (1558 HK): Absorption Via Speculative Scrip. Avoid
Maybe this gets up. Maybe this is worth HK$19.30/share. Too many maybes. If in, I'd vote this transaction down. If not in, I'd be looking elsewhere.
David Blennerhassett
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190 Views
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bullish
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Japan Post Holdings
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19 May 2024 07:00
Last Week in Event SPACE: Japan Post, Great Eastern, Malaysia Airports, L'Occitane
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
David Blennerhassett
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266 Views
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