Mainland Connect NORTHBOUND Flows (To 22 Dec 23): CATL Is the BIG BUY This Week
NORTHBOUND was slightly net sell at -2.2bn RMB on the week but notably, the week was flat through Thursday. CATL was the big buy.
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[Blue Lotus Daily]: NIO/1211 HK/LI/XPEV/300274 CH/300750 CH/601012 CH/JKS/ LKNCY
​Germany ending EV subsidies has little immediate impact on Chinese makers. China's customs export data for November shows a decline. "Thailand...
679 Views
REPT BATTERO Energy IPO Trading - Needs to Correct by 20-30%, at Least
REPT BATTERO Energy (REPT) raised around US$270m in its Hong Kong IPO. In this note, we talk about the demand and trading dynamics.
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Mainland Connect NORTHBOUND Flows (To 15 Dec 23): Mindray Consistently Bought, Midea Sold
NORTHBOUND Mainland Connect saw significant net outflows. It would have been a lot smaller but Friday mid-day saw a HUGE net buy day become a net...
573 Views
[Blue Lotus Daily]：LKNCY/1211 HK/300750 CH/TSLA/9995 HK
​Chinese BsAb ADC developer secures a license deal with Bristol-Myers Squibb. Luckin increases subsidies for franchisees during the winter. LGES...
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