Northbound Flows (Sep 2nd): GREE, CATL, Longi Green, BOE Technology
We analyzed northbound Shanghai/Shenzhen Connect last week and highlight flows for GREE, CATL, Longi Green, BOE Technology, China Tourism, and...
326 Views
Northbound Flows: Yunnan Energy New Material, Zhejiang Huayou Cobalt, BOE Technology
Northbound connect recorded second week of outflows. We highlight inflows into Yunnan Energy New Material, Zhejiang Huayou Cobalt, BOE Technology...
421 Views
Shanghai/​​​​​​​​​Shenzhen Northbound Connect: Weekly Moves (22 July 2022)
Overall, net outflow over the past week in the HK -Shanghai-Shenzhen Northbound Connect facilities was ~US$1.83bn, split between Shanghai (...
523 Views
SH/​​SZ Connect Flow Weekly: East Money, BOE, Hengrui, Goertek
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to highlight key stocks and sectors which the mainland investors traded via the...
318 Views
CHINA FLOW: Bubble, Bubble, Toil, & Trouble (Watching Turnover, Margin, and Excess)
Monday morning 6 July, the China Securities Journal carried an editorial which was widely reported to stoke bullish fervour. The FT said the...
789 Views