CHINA/HK: AI & RX - Together At Last !!
China's AI-driven drug discovery (AIDD) sector is growing rapidly, with leading drug and biotech companies entering R&D and drug-development...
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Hong Kong Connect Flows (November): Five Months of Inflows Despite New Low
We analyzed the Hong Kong Connect Scheme for November and highlight flows for TraHK, Xpeng, SMIC, CSOP Hang Seng ETF, Ping An Insurance.
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Hong Kong Connect Flows (Nov 24th): Xpeng, Tencent, Meituan, Li Auto
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for Xpeng, Tencent, Meituan, Li Auto.
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Hong Kong Connect Flows (Nov 10th): Tencent, China Mobile, CNOOC
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for Tencent, China Mobile and CNOOC.
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WuXi XDC IPO: The Bear Case
The bear case rests on margins on a downward trend, large customer concentration, high related party transactions and volatile FCF generation.
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