Northbound Flows (Jan 13th): 1Y High Weekly Inflows
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for CATL, Ping An Insurance, Moutai, Wuliangye, Longi...
418 Views
HK Short Interest Weekly: Tencent, Baba, CMB, Bidu, Meituan, HSBC, Differ, Li Auto
We analyzed the latest HK SFC report for aggregate short position as of Jan 6th and highlight short interest changes in Tencent, Baba, CMB, Bidu,...
433 Views
GEM Weekly (13 Jan 2023): China Inflation and Trade, South Korean Rates; Alibaba, Ant, BYD, Tencent
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
545 Views
China EV: Challenges from Tesla Price Cuts
We believe Tesla's aggressive price cuts indicate demand in China’s auto demand might be much weaker than expected until Covid impact is eased
649 Views
EVA Precision: Updates, Poised For a Rally
Eva Precision Industrial Holdings (838 HK) has come off its lows but still trades at an attractive 7.8x/5x PE FY22e/23e and a dividend yield of...
708 Views