Smartphone 2Q25: Boring Boring
2Q25 smartphone estimates show slight YoY increase in units, but market is flat or declining. Semiconductor firms see ASP increases, while...
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Hong Kong Alpha Portfolio (June 2025)
The Hong Kong Alpha portfolio has significantly outperformed the Hong Kong indexes in June and since inception. Outperformance range is 17% to 23%...
326 Views
HK Connect SOUTHBOUND Flows (To 11 July 2025); Volumes Up, Net Buying Up, Non-Bank Financials Hot
SOUTHBOUND volumes remain high. Turnover at newly-listed Hs is VERY high. Too high. There is a lot of speculative trading boosting values/comms....
564 Views
HK Short Interest Weekly: Ali Health, CCB, Giant Biogene
We analyzed the latest HK SFC report for aggregate short position as of Jul 4th and highlight short interest changes in Ali Health, CCB, Giant...
437 Views
HK Connect Flows Weekly (Jul 11th): Meituan, CCB, SMIC, Li Auto, Zhongan Online, Alibaba, CMB
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Meituan, CCB, SMIC, Li Auto, Zhongan Online, Alibaba,...
738 Views