Quiddity HSCEI Jun 24 Final Expectations: 2 Changes Likely; US$496mn One-Way Flow
SenseTime Group (20 HK) and Xinyi Solar Holdings (968 HK) are Expected DELs while Zijin Mining Group Co Ltd H (2899 HK) and PICC Property &...
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Xinyi Solar, BYD, and Bank of China
The main drivers for Hong Kong stock rallies are short covering, buybacks, and China government real estate support measures announcements.
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Xinyi Solar: Short-Term Headwinds, Cash Flow Concerns, and a Premium Valuation
In this insight, I carry out a deep dive analysis into Xinyi Solar, the outlook for the company, upcoming catalysts, and its current valuation...
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HK Strategy: To Sell or Not to Sell, that Is the Question
HSI surges by 19.4% nearing the 20,000 resistance, potential profit-taking names include Meituan, Tencent, Haidilao, and ENN Energy due to strong...
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China Semiconductors: Rising up the Ranks
China managers continue to increase their Semiconductor exposures. Average fund weights stand at a record 3.20% with a new high of 73.3% of funds...
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