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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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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Anta Sports (2020 HK): 2024 High Conviction Update - Earnings Beat In 2H23
Outlook intact post results briefing. Anta is a clean growth story that is attractively valued - should benefit from improved sentiment on China...
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HK Connect SOUTHBOUND Flows (To 28 Mar 2024); Strong Net Buying on Tencent, Telcos, and Energy
HK SOUTHBOUND Connect was a net buyer again this week, but the streak of consecutive buying since Chinese New Year was broken on Monday. SOEs and...
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Sichuan Baicha Baidao Pre-IPO - PHIP Updates - Store Additions Driving Growth as SSSG Lags
Sichuan Baicha Baidao Industrial (SBBI) is looking to raise up to US$300m in its upcoming HK IPO. In this note, we talk about the PHIP updates.
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