Overview #31 - China Breaks Out and the USD Has Its Moment
A review of recent events/data impacting our investment themes and outlook. We look at the Dollar bear market rally and the domestic Chinese market.
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Hong Kong Connect Flows (July): Near $15bn Inflows
We estimate inflows to the HK shares from mainland investors amount to US$14.5bn in July. We highlight flows for CCB, China Life, SMIC, Meituan,...
198 Views
CSI 100 Index Earning Revision (Jul): Wuxi Apptec, Ping An Insurance, Muyuan Foods
We analyzed CSI 100's consensus for Jul 2025 and highlighted changes of EPS in Wuxi Apptec, Ping An Insurance, Muyuan Foods, Jiangsu Hengrui...
258 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.
281 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,...
951 Views