Hong Kong Connect Flows (August): $18bn Inflows
We estimate inflows into HK via southbound trade were $18bn in August, at four month high. We highlight inflows for Alibaba, Tencent, Meituan, and...
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HONG KONG ALPHA PORTFOLIO (August 2025)
Hong Kong Alpha portfolio gained 11.34% in October outperforming its benchmark and HK indexes. The portfolio's Sharpe ratio increased to 2.91 and...
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HK Connect Flows Weekly (Aug 29th): Meituan, Alibaba, Tencent, AIA, Pop Mart Intl, Kuaishou, SMIC
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Meituan, Alibaba, Tencent, AIA, Pop Mart Intl, Kuaishou,...
418 Views
Hong Kong Buybacks Weekly (Aug 29th): Tencent, China Hongqiao, Sinopec
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Tencent (700 HK),...
447 Views
Xtalpi Placement: Opportunistic Raise but Thematically Hot, past Deals Did Well
Xtalpi is looking to raise up to US$300m in a primary placement. In this note, we will talk about the placement and run the deal through our ECM...
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