Retail and Consumer Activity in China
Given the available data, we believe it indicates that Chinese consumer growth remains positive but significantly weaker than headline official...
403 Views
HK Connect Flows Weekly (Apr 2nd): Meituan, BOC, Pop Mart Intl, SMIC, Xiaomi, ICBC, CNOOC
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Meituan, BOC, Pop Mart Intl, SMIC, Xiaomi, ICBC, CNOOC,...
293 Views
HSCEI Index Earning Revision (Mar): Tech De-Ratings
We analyzed HSCEI's consensus for Mar 2026 and highlighted changes of EPS in XIAOMI, LI AUTO, PING AN INSURANCE, CHINA MOBILE, CNOOC, MEITUAN, XPENG.
170 Views
HSCEI Index Rebalance: March 2026 Post-Event Review
March 2026 HSCEI rebalance wrap-up: 2 ADDs, 2 DELETEs. Framework scored 2/4 match, 2/4 partial. ADDs underperformed DELETEs in WI0-4.
355 Views
Hong Kong Single Stock Options Weekly (Mar 23–27): Volatility Rises Amid Increased Hedging Activity
Rising volatility and weaker breadth set the tone for the week, with option flows and ETF activity pointing to a clear shift toward increased hedging.
307 Views