HONG KONG ALPHA PORTFOLIO (April 2025)
The Hong Kong Alpha portfolio underperformed its benchmark index during April by 1.1%. Since its inception last year, the portfolio has...
539 Views
HK Connect SOUTHBOUND Flows (To 2 May 2025); Tech Selling in a Quiet Week
Volume was weaker in the 3-day week ahead of a long weekend. Nothing stood out except selling of tech and consumer discretionary (BYD and BABA). We...
436 Views
ECM Weekly (5 May 2025) - CATL, Chery, Ather, Drinda, Eco-Shop, Green Tea, DN Sol, Lotte Glo, Hanwha
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
589 Views
Chinese Express: SF, STO Enjoyed Margin Expansion in Q125; YTO, Yunda Saw Margins Contract
Chinese express companies SF Holding and STO Express followed two very disparate paths to Op Inc margin expansion in Q1 2025
402 Views
Hong Kong Connect Flows (April): US$22bn Inflows
We analyzed the Hong Kong Connect Scheme for April and highlighted flows for Alibaba, TraHK HSI ETF, Tencent, Meituan, HSCEI ETF.
254 Views