Hong Kong Connect Flows (Apr 19th): China Mobile, Bank Of China, Tencent, Petrochina, HSBC
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for China Mobile, Bank Of China, Tencent, Petrochina, ICBC, HSBC.
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Anta Sports (2020 HK) - An Inline 1Q24 Plus an Improving Outlook
We maintain BUY and continue to see Anta as our sportswear sector top pick. It is trading at 16x FY24E P/E, undemanding given its turnaround trend.
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Anta Sports (2020 HK): Sustains Strengths into FY24
Anta's 1Q24 sales were lower than the full-year target, with ANTA brand up mid-single digit, FILA brand up high-single digit, and other brands up...
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Belle Fashion IPO: The Investment Case
The investment case rests on a market-leading position, return to growth, margin improvement, cash generation and modest leverage.
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Hong Kong: Q1 Short Interest Recap
Short notional in Hong Kong is HK$338bn and has been falling over the last 3 years due to a drop in the market. We look at stocks that have seen...
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