China Consumption Weekly (24 Jun 2024): Kuaishou, Bilibili, NetEase, GAC, Honda Motor, Chow Tai Fook
Kuaishou and Bilibili’s GMV surged YoY during “June 18” sales. World of Warcraft: Wrath of the Lich King, will formally start on June 27. GAC Honda...
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Hong Kong Connect Flows (Jun 21st): BOC, CNOOC, CCB, BYD, Zijin Mining
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for BOC, CNOOC, CCB, BYD, Zijin Mining.
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HK Connect SOUTHBOUND Flows (To 21 June 2024); Every Day A Net Buy; Banks, Energy, and Utes
SOUTHBOUND HK Connect saw its 20th straight week of net inflows. Net vs Gross flows continue to be big. Banks, Energy, Materials, and Utilities all...
550 Views
Sensetime Placement - Seems Highly Opportunistic
SenseTime Group (20 HK) Â aims to raise up to US$263m via selling around 4.5% stake. In this note, we run the deal through our ECM framework.
843 Views
Atour Lifestyle Holdings Placement - Well Flagged Deal, past Selldowns Have Done Well
Legend Capital (LC), one of the principal shareholders of Atour Lifestyle Holdings (ATAT US), is looking to raise around US$168m through a...
500 Views