Hong Kong Connect Flows Monthly: Health Care Led Inflows in Jan
We analyzed the Hong Kong Connect Scheme for January and highlight flows for China Mobile, BYD, Simcere, ICBC, CNOOC, Meituan, Geely, CCB, Country...
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HK Short Interest Weekly: CMB, Baba, Wuxi Apptec
We analyzed the latest HK SFC report for aggregate short position as of Jan 20th and highlight short interest changes in CMB, Baba, Wuxi Apptec.
348 Views
Hesai Group Pre-IPO - Peer Comparison - Not Really the Largest, Globally or Locally
Hesai Group (HSAI US) is looking to raise at least US$100m in its upcoming US IPO. In this note, we will undertake a peer comparison.
597 Views
Hesai Group Pre-IPO - The Negatives - Margins Remain Under Pressure
Hesai Group (HSAI US) is looking to raise at least US$100m in its upcoming US IPO. In this note, we talk about the not-so-positive aspects of the...
448 Views
Tesla's Demand Problems Aren't Going Away
The market says Tesla's 20-30% price cuts will reverse stalling demand, even though several rounds of expensive cuts & incentives in Q4 didn't. I'm...
602 Views