The Heat Is On: News Flow and Sentiment China/Hong Kong (July 12)
ETF flows in China have continued to support the overall A share market while Southbound Connect flows support Hong Kong shares. Positive news for...
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China Consumption Weekly (8 Jul 2024): BYD, Seres, Tesla, Microsoft, XHS, Mixue
BYD’s sales volume increased by 35% YoY in June and by 39% YoY in 2Q24. Tesla’s Model Y is on the state-owned corporation procurement catalogues....
386 Views
HK Connect SOUTHBOUND Flows (To 28 June 2024); Still a Net Buy, but Less Strong. Financials Dominate
SOUTHBOUND saw its 4th net sell day since Chinese New Year last week. But the week ended up again. That is ~20 weeks in a row. But SOUTHBOUND...
426 Views
Hong Kong Connect Flows (Jun 28th): CCB, ICBC, Tencent
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for CCB (939 HK), ICBC (1398 HK), Tencent (700 HK).
443 Views
Webtoon Entertainment IPO Trading - Not Cheap Given the Lack of Growth
Webtoon Entertainment (WBTN US) raised around US$315m in its US IPO, after pricing the deal at the top of the range at US$21/share.
378 Views