Hong Kong Connect Flows (October): $12 Bn Inflows
We analyzed the Hong Kong Connect Scheme for October and highlighted flows for Alibaba, Xiaomi, SMIC, Geely, CCB, and Meituan.
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[Blue Lotus Daily]:MNSO US/1211 HK/1810 HK/XPEV US/NIO US/LI US/LKNCY US/ATAT US/Macro Update
Yonghui Supermarket's revenue falls short by 15%, Huawei Harmony gains 11,000 new orders, BYD and Xiaomi lead in electric vehicles.
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Not All EV Makers Are Reaping the Rewards of Macro Stimulus
NIO and XPEV intensified promotions during C3Q24 while LI moderated them. But we see LI possibly ramping up its promotion to stir up demand in...
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Apple Supply Chain Monitor: Laggards to Outgrow Apple in 2025E; India's IPhone Surge; New IMacs W/AI
Underperforming suppliers expect revenue growth surpassing Apple in 2025E; India sees massive iPhone production growth; Apple's M5 chip...
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[Blue Lotus Daily]:ZTO/2618HK/NIU/603529CH/1585HK/MNSO/300750CH/1211HK/ZLAB/BZ/1810HK/AAPL/NIO/XPEV
ZTO US sees strong parcel volume during Double 11 sales, while Cainiao delivery integrates with JD platform in 2618 HK.
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