HK Connect Flows Weekly (Aug 1st): CCB, China Life, Tencent, Li Auto, China Mobile, Xiaomi
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for CCB, China Life, Tencent, Li Auto, China Mobile, Xiaomi,...
357 Views
(Mostly) Asia M&A, July 2025 Wrap: Pacific Industrial, Johns Lyon, TalkMed, DD Group, Hanil Cement
For the month of July, 6 new deals were discussed on Smartkarma with an overall deal size of just ~US$4bn. The average premium for the new deals...
433 Views
HSCEI Index Earning Revision (Jul): CNOOC, Jd, Meituan, Bidu, BOC, J&T Express
We analyzed HSCEI's consensus for Jul 2025 and highlighted changes of EPS in CNOOC, Jd, Meituan, Bidu, BOC, J&T Express.
274 Views
GigaDevice A/H Listing -Strong Long Term Record but Exposed to the Memory Cycle
GigaDevice Semiconductor (603986 CH) (GD), an IC design house, aims to raise around US$1bn in its H-share listing. In this note, we look at the...
471 Views
Merger Arb Mondays (28 Jul) - Shibaura, Abacus Storage, Insignia, Mayne, Santos, ENN, Smart Share
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
922 Views