HK Connect Flows Weekly (Mar 27th): Alibaba, Xiaomi, Pop Mart Intl, HSBC, Tencent, Meituan, SMIC
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, Xiaomi, Pop Mart Intl, HSBC, Tencent, Meituan,...
466 Views
Assessing Driver of Moats in Retail Shopping Centres
We view high quality shopping centres as benefiting from strong competitive advantages, and generally ascribe narrow economic moat ratings to...
416 Views
HSI Index Earning Revision (Feb): PING AN INSURANCE, ALIBABA, MEITUAN, TENCENT, CSPC Pharma, HSBC
We analyzed HSI's consensus for Feb 2026 and highlighted changes of EPS in PING AN INSURANCE, ALIBABA, MEITUAN, TENCENT, CSPC Pharma, HSBC,...
472 Views
HSI Index Earning Revision (Jan): JD.COM, China Life, ALIBABA, ZIJIN MINING, LI AUTO, HSBC
We analyzed HSI's consensus for Jan 2026 and highlighted changes of EPS in JD.COM, China Life, ALIBABA, ZIJIN MINING, LI AUTO, HSBC.
512 Views
HSI Index Earning Revision (Oct): Pop Mart Intl, WUXI APPTEC, MEITUAN, PING AN INSURANCE, JD.COM
We analyzed HSI's consensus for Oct 2025 and highlighted changes of EPS in Pop Mart Intl (9992 HK), WUXI APPTEC (2359 HK), MEITUAN (3690 HK), PING...
597 Views