HK Connect Monthly (July): $8.1bn Inflows
We estimate inflows to be $8.1bn from mainland investors to HK stocks in July. We highlight flows for Knowledge Atlas, Ntes, Kingboard Laminates,...
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HK Connect Flows Weekly (Jul 31st): Alibaba, Smic, Xiaomi, Knowledge Atlas, Yofc, Kingboard Hldg
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, Smic, Xiaomi, Knowledge Atlas, Yofc, Kingboard...
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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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Xiaomi, China Unicom, and Bank Of China
There is no change in views of real estate and technology sector stocks mentioned in previous updates on Hang Seng constituents.
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CX Daily: 'Zero Covid' Slams the Brakes on China’s Electric Car Industry
In Depth: 'Zero Covid' slams the brakes on China’s electric car industry. Shanghai’s Covid hospitals struggle to handle patients with other serious...
362 Views