China Infrastructure REITs: Toll Road Baskets on H-Shares and A-Shares
The National Development and Reform Commission of the China Securities Regulatory Commission (CSRC) released a notice in April on establishing a...
641 Views
CSI 300 Index Earning Revision (Apr): KUNLUN TECH, WENS FOODSTUFF, GIGADEVICE SEMICONDUCTOR, Moutai
We analyzed CSI 300's consensus for Apr 2026 and highlighted changes of EPS in KUNLUN TECH (300418 CH), WENS FOODSTUFF (300498 CH), GIGADEVICE...
302 Views
CSI300/CSI500 Index Rebalance: Big Flows and US$5bn Round-Trip Trade
The CSI300/CSI500 indices rebalance at the close tomorrow. Since announcement, the inclusions to the CSI300 index have outperformed the deletes by...
993 Views
CSI300 Index Rebalance Preview: Bounce in the Potential Deletes Could Be Short Lived
There could be 11 changes for the CSI300 in June with multiple days of ADV to trade on most names. The potential deletes have bounced recently but...
1k Views
Quiddity Leaderboard CSI 300/500 Jun 24: SHORTs Down 11% Vs Index Since Mid-Feb; Change the Hedge
I estimate one-way flows of US$1.45bn for the CSI 300 rebalance and US$2.35bn for the CSI 500 rebalance in June 2024. These estimates could still...
719 Views