HK Connect Flows Weekly (Jul 3rd): Kingboard Laminates, Smic, Alibaba, Kingboard, China Mobile
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Kingboard Laminates (1888 HK), Smic (981 HK), Alibaba...
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Smartkarma Originals
China Semiconductor Progress & Opportunities Review 2020
Since the launch of China's ‘Made in China 2025’ strategic plan in 2015, billions of dollars have been invested to bolster the country's...
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2018 HK-Connect SouthBound In a Nutshell
Since autumn of 2014, the HK-Shanghai Connect, and later the HK-Shenzhen Connect mechanisms have provided means for mainland investors to buy Hong...
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Quiddity Leaderboard HSTECH Jun26: High-Impact Deletions Likely; ~US$1.4bn One-Way
We expect the ADDs/DELs and indicative weights for HSTECH to be publicly confirmed after market close on 22nd May 2026. The DELs could have very...
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Monthly Semiconductor Sales Reach $35 Billion Globally for First Time in August
On Oct. 2'nd 2017, the Semiconductor Industry Association (SIA) announced that worldwide sales of semiconductors reached $35.0 billion for the...
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