HK Strategy: Where Are the Short-Term Opportunities?
Li Auto, Link REIT, China Mengniu, Hang Lung Properties, and Galaxy Entertainment are massive laggards YTD but the recent rebound from the trough...
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Hong Kong: Q1 Short Interest Recap
Short notional in Hong Kong is HK$338bn and has been falling over the last 3 years due to a drop in the market. We look at stocks that have seen...
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Northbound Flows (Apr 3rd): CATL, Moutai
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for CATL, Moutai. Not e that connect scheme was closed...
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Hong Kong Connect Flows (Mar): 12 Month High of $9.8bn Inflows
We analyzed the Hong Kong Connect Scheme for March and highlight flows for Bank of China, Tencent, China Mobile, CNOOC, ZTO, Anta.
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Northbound Flows (Mar): $3.7bn of Inflows
We analyzed the Shanghai/Shenzhen Connect Scheme for March and highlight flows for CATL, Wuliangye, Midea, Zijin Mining, Will Semi, Wuxi Apptec,...
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