HSTECH Index Rebalance Preview: ASM Pacific (522) Could Replace Ping An Health (1833); US$1bn Trade
ASMPT is down a LOT today following results that were weaker than expected and guidance that was lower than projected earlier. With potential...
965 Views
Quiddity Leaderboard HSTECH Sep 24: Reference Period Over; One Change Likely; US$733mn One-Way
The expected ADD ASMPT could have 15 days of volume to buy while the expected DEL Ping An Healthcare could have 9 days of volume to sell.
620 Views
HSTECH Index Rebalance Preview: Round-Trip Trade of US$2.4bn in June
We do not forecast any constituent changes for the HSTECH in June but there could be capping changes for 7 stocks. Li Auto is the big buy; there...
742 Views
HSTECH Index Rebalance Preview: Round-Trip Trade of US$1.5bn in June
We do not expect any constituent changes for the HSTECH Index in June. Capping changes will result in a one-way turnover of 5.3% leading to a round...
1.1k Views
Kokusai Electric IPO: The Bear Case
The bear case rests on a declining revenue trend, a challenging near-term growth target, high China revenue risk, margins on a downward trend,...
934 Views