Primer: Bank of Qingdao (3866 HK) - Aug 2026
Strong Regional Focus with Improving Asset Quality: Bank of Qingdao is a leading city commercial bank in Shandong province with a deep...
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China Banks - Losses at Developers, Notes to Financials at Some Banks, More Clear than Headlines
There are losses at China developers and some of this is new or losses are much higher. This is not fully reflected in headline figures at China...
822 Views
HSCI / HK Connect Sep 2026 Rebalance Forecast
We forecast 44 ADD candidates and 26 DELETE candidates for the HSCI September review, with the announcement expected on 21 Aug 2026.
182 Views
HSCI Index Rebalance Preview and Stock Connect (Sep 2026): Adds Outnumber Deletes as IPOs Dominate
There could be 80 changes for the HSCI in March. That could result in 70 changes to the Southbound Stock Connect list and also have implications...
237 Views
HK Connect Flows Weekly (Jun 26th): Kingboard, Alibaba, Kingboard Laminates, Smic, Tencent, CNOOC
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Kingboard (148 HK), Alibaba (9988 HK), Kingboard...
131 Views