HK Connect SOUTHBOUND Flows (To 18 Apr 2025); Buying of Internet, SOEs, and ETFs Previously Sold
SOUTHBOUND gross flows were super slow for the week comparatively speaking, but they were still a net buy. BABA and Tencent and Meituan were buys....
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HK Connect Flows Weekly (Apr 17th): Alibaba, Tencent, Xiaomi, Meituan, CCB
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, Tencent, Xiaomi, Meituan, CCB.
798 Views
Smartphone Market Grew 2% in 1Q25 with 2 Positives Boosters: Apple Restocking in US, China Subsidies
​1Q15 slight increase in smartphone units, but end-demand likely remained flat. Expect a correction in 2H25 with overall flat 2025 YoY. Positives...
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Giant Biogene Placement - Great Track Record but Previous Deal Didn’t Do Well
Giant Biogene (2367 HK) aims to raise up to US$250m via a top-up placement. In this note, we talk about the deal dynamics and run the deal through...
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CX Daily: Fatal Crash Sours Xiaomi’s EV Success
President Xi Jinping’s state visit to Vietnam. Chinese wearable tech firms explore overseas production. If you haven’t already, click here to sign...
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