HSCI Index Rebalance and Stock Connect: Changes at the Margins
We see 3 inclusions for the index in Dec, and then 26 adds/16 deletions in March. Following the March rebal, we see 22 adds/37 deletions for Stock...
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China Technology - Emerging Opportunities to Accumulate Quality Names in AR/VR
We suggest to accumulate quality names with higher exposure to structural growth drivers, including AR/VR, auto-related and Apple share gain.
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HSCI Index Rebalance and Stock Connect: Potential Changes in December & March (There's a Lot!)
There could be 3 adds in December while there will be MANY more changes in March. The adds should outnumber the deletes, but there will be many...
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BOE Varitronix (710 HK) – Global auto display leader riding on smart cockpit trend
BOE Varitronix (BOEVx) is the global largest automotive display leader capturing 18% market share in 1H22 (by shipment area).
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Cityneon - Buy For The Back-End
Cityneon Holdings (CITN SP)Â announced West Knighton Limited has purchased 168,692,268 shares of Cityneon from Lucrum 1 Investment Limited (Lucrum),...
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