HK Connect March 2026: Implementation Forecast and Positioning Framework
March Connect implementation is nearing: we forecast expected ADD/DELETE actions and assess how positioning, crowding, and southbound flows may...
535 Views
HSCI Index Rebalance Preview and Stock Connect (Mar 2026): Many Changes Following Huge IPO Quarter
There could be 74 changes for the HSCI in March. That could result in 64 changes to the Southbound Stock Connect list and also have implications...
1.5k Views
Hong Kong: IPO SPOTLIGHT - OVERVIEW 2025
Hong Kong is the top global destination for IPOs in 2025, with over HK $280 billion raised so far. Large scale A+H dual listings have surged this...
961 Views
Pre-IPO 160 Health (PHIP Updates) - Some Points Worth the Attention
The "high input, low output" model has led 160 Health into profit predicament when revenue fails to grow in tandem.Valuation would be lower than...
465 Views
Pre-IPO 160 Health - The Lack of Moat Has Led to Development Falling Far Short of Expectations
160 Health’s B2B2C business model is logical, but rich medical resources can't be effectively translated into performance. Whichever business...
540 Views