Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Probe / Evergrande Life executives go missing amid probes into financial violations Evergrande Life Assurance Co Ltd.</li><li><p>Election / Commentary: What Trump 2.0 will mean for China’s chip industry</p></li><li><p>Shipbuilding / Chinese shipbuilder could soon restart production on back of MSC mega order</p></li></ul>

Probe / Evergrande Life executives go missing amid probes into financial violations Evergrande Life Assurance Co Ltd.Election / Commentary: What Trump 2.0 will mean for China’s chip industryShipbuilding / Chinese shipbuilder could soon restart production on back of MSC mega order

CX Daily: Evergrande Life Executives Go Missing Amid Probes Into Financial Violations 

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Nov 8th based on HKEx daily reports.</li>
<li>In the past 7 days, the top 3 companies that repurchased the most shares from the market were AIA (1299 HK), Cosco Shipping (1919 HK), Sinopec (386 HK).</li>
<li>In the past 30 days, the top 3 companies that repurchased the most shares from the market were AIA (1299 HK), Tencent (700 HK), Swire Pacific (19 HK).</li>
</ul>


We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Nov 8th based on HKEx daily reports.
In the past 7 days, the top 3 companies that repurchased the most shares from the market were AIA (1299 HK), Cosco Shipping (1919 HK), Sinopec (386 HK).
In the past 30 days, the top 3 companies that repurchased the most shares from the market were AIA (1299 HK), Tencent (700 HK), Swire Pacific (19 HK).


Hong Kong Buybacks Weekly (Nov 8th): AIA, Cosco Shipping, Sinopec

Blue Lotus China New Economy Research, Blue Lotus Research Institute

Eric Wen

Blue Lotus China New Economy Research

China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

Thematic (Sector/Industry)

<ul>
<li>While Trump's sweeping wins in presidential, senate and house, and supreme court earlier gave him unprecedented mandate to reform the US economy, his agenda is unrealistic to begin with; </li>
<li>ADS/Electrification, GAI/renewable/employment, (3) inflation/trade/ immigration are just three that the Trump Administration will likely backpedal.  Execution of Trump's economic agenda requires perfect coordination which is tough to pull off</li>
<li>For a short term trade, we recommend PDD and BYD. We also like Xiaomi. Consumption stocks can benefit from stimulus package from the Chinese government.</li>
</ul>


While Trump's sweeping wins in presidential, senate and house, and supreme court earlier gave him unprecedented mandate to reform the US economy, his agenda is unrealistic to begin with; 
ADS/Electrification, GAI/renewable/employment, (3) inflation/trade/ immigration are just three that the Trump Administration will likely backpedal.  Execution of Trump's economic agenda requires perfect coordination which is tough to pull off
For a short term trade, we recommend PDD and BYD. We also like Xiaomi. Consumption stocks can benefit from stimulus package from the Chinese government.


What Trump Can and Cannot Accomplish in His 2nd Term

Senior Credit Analyst, Lucror Analytics

Leonard Law, CFA

Senior Credit Analyst

High Yield Experts

Lucror Analytics

Lucror Analytics is a leading credit and ESG research specialist and a provider of technology solutions for differentiated fixed income strategies. Our roots are in bottom-up fundamental credit analysis with a specialization in high yield corporate credits from Europe, Asia and Latin America. We are one of few research specialists integrating ESG considerations with fundamental credit research through a dedicated ESG platform. Our ESG assessment covers five key criteria: Disclosure, E,S, & G Pillars, Controversies, ESG Impact on Credit and ESG Momentum.

Recognizing the importance and value-add of Factor Investing in fixed income, Lucror developed the Smart Quant Navigator (SQN), an intuitive platform that helps clients devise and implement factor-based strategies ranging from pure quant to active fundamental, with integrated ESG.

Our company has been at the forefront of developments in the fixed income markets, identifying opportunities and consistently delivering new products and value-adding solutions to clients. Lucror has close relationships with the largest and most reputable asset managers, family offices, hedge funds, investment and wealth managers globally.

<ul>
<li>In the US, September factory orders fell 0.5% m-o-m (-0.5% e / -0.8% revised p).</li>
<li>Meanwhile, the September (final) durable goods orders dropped by 0.7% (-0.9% p), slightly below the preliminary reading of -0.8%.</li>
<li>Treasuries climbed yesterday, as the market pared expectations of a Donald Trump victory in the US presidential election after a weekend poll surprisingly showed current Vice-President Kamala Harris with a narrow lead in Iowa (a state comfortably won by Mr Trump in 2016 and 2020). This was partly offset by a soft auction for 3Y notes. The UST curve bull-flattened, with the yield on the 2Y UST falling 5 bps to 4.16% and the 10Y down 10 bps at 4.29%.</li>
</ul>


In the US, September factory orders fell 0.5% m-o-m (-0.5% e / -0.8% revised p).
Meanwhile, the September (final) durable goods orders dropped by 0.7% (-0.9% p), slightly below the preliminary reading of -0.8%.
Treasuries climbed yesterday, as the market pared expectations of a Donald Trump victory in the US presidential election after a weekend poll surprisingly showed current Vice-President Kamala Harris with a narrow lead in Iowa (a state comfortably won by Mr Trump in 2016 and 2020). This was partly offset by a soft auction for 3Y notes. The UST curve bull-flattened, with the yield on the 2Y UST falling 5 bps to 4.16% and the 10Y down 10 bps at 4.29%.


Blue Lotus Non US Internet research, Blue Lotus Research Institute

Ying Pan

Blue Lotus Non US Internet research

<ul>
<li>JD US/3690 HK/BABA US:JD.com’s 7FRESH Supermarket lowers prices to gain traffic, challenging Meituan and Freshippo (+/+/+)</li>
<li>1024 HK:Kuaishou's Overseas Short-video Platform Kwai Officially Launches E-commerce in Brazil (+)</li>
<li>1024 HK:Kuaishou Game &lt;Endless Dream&gt; Surpasses 10 Million Pre-Registered Players, Announces Collaboration with &lt;Soul Knight&gt; (+)</li>
</ul>


JD US/3690 HK/BABA US:JD.com’s 7FRESH Supermarket lowers prices to gain traffic, challenging Meituan and Freshippo (+/+/+)
1024 HK:Kuaishou's Overseas Short-video Platform Kwai Officially Launches E-commerce in Brazil (+)
1024 HK:Kuaishou Game &lt;Endless Dream&gt; Surpasses 10 Million Pre-Registered Players, Announces Collaboration with &lt;Soul Knight&gt; (+)


[Blue Lotus Daily-TMT Update]:JD/3690HK/BABA/1024HK/700HK/BIDU/3092JP/4385JP/PDD/1810HK/NTES /MSFT

China

Xiaomi Corporation manufactures communication equipment and parts. The Company produces and sells mobile phones, smart phone software,  set-top boxes, and related accessories. Xiaomi markets its products worldwide.

Price Gauge
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Xiaomi (1810 HK)

CX Daily: Evergrande Life Executives Go Missing Amid Probes Into Financial Violations

Probe / Evergrande Life executives go missing amid probes into financial violations Evergrande Life Assurance Co. Ltd. , the insurance arm of the...

Caixin Global

Hong Kong Buybacks Weekly (Nov 8th): AIA, Cosco Shipping, Sinopec

We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were AIA (1299 HK),...

Ke Yan, CFA, FRM

What Trump Can and Cannot Accomplish in His 2nd Term

Trump's ambitious economic agenda faces challenges and backpedaling. We see energy electrification, GAI power demand and inflation/immigration...

Blue Lotus Research Institute

Lucror Analytics - Morning Views Asia

In the US, September factory orders fell 0.5% m-o-m (-0.5% e / -0.8% revised p). Meanwhile, the September (final) durable goods orders dropped by...

Lucror Analytics

[Blue Lotus Daily-TMT Update]:JD/3690HK/BABA/1024HK/700HK/BIDU/3092JP/4385JP/PDD/1810HK/NTES /MSFT

JD.com's 7FRESH Supermarket lowers prices to compete with Meituan and Freshippo, Kuaishou launches e-commerce in Brazil and announces...

Blue Lotus Research Institute

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

CX Daily: Evergrande Life Executives Go Missing Amid Probes Into Financial Violations

Probe / Evergrande Life executives go missing amid probes into financial violations Evergrande Life Assurance Co. Ltd. , the insurance arm of the...

Caixin Global

Hong Kong Buybacks Weekly (Nov 8th): AIA, Cosco Shipping, Sinopec

We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were AIA (1299 HK),...

Ke Yan, CFA, FRM

What Trump Can and Cannot Accomplish in His 2nd Term

​Trump's ambitious economic agenda faces challenges and backpedaling. We see energy electrification, GAI power demand and inflation/immigration...

Blue Lotus Research Institute

Lucror Analytics - Morning Views Asia

In the US, September factory orders fell 0.5% m-o-m (-0.5% e / -0.8% revised p). Meanwhile, the September (final) durable goods orders dropped by...

Lucror Analytics

[Blue Lotus Daily-TMT Update]:JD/3690HK/BABA/1024HK/700HK/BIDU/3092JP/4385JP/PDD/1810HK/NTES /MSFT

​JD.com's 7FRESH Supermarket lowers prices to compete with Meituan and Freshippo, Kuaishou launches e-commerce in Brazil and announces...

Blue Lotus Research Institute

Trump's ambitious economic agenda faces challenges and backpedaling. We see energy electrification, GAI power demand and inflation/immigration...

JD.com's 7FRESH Supermarket lowers prices to compete with Meituan and Freshippo, Kuaishou launches e-commerce in Brazil and announces...