CSI All Share Real Estate Sector Index Rebalance Preview: Multiple Changes in June
There could be 8 adds and 3 deletes for the index in June. Estimated one-way turnover is 3.2% at the rebalance leading to a round-trip trade of CNY...
642 Views
CSI 100 Index Earning Revision (Jul): Wuxi Apptec, Ping An Insurance, Muyuan Foods
We analyzed CSI 100's consensus for Jul 2025 and highlighted changes of EPS in Wuxi Apptec, Ping An Insurance, Muyuan Foods, Jiangsu Hengrui...
255 Views
CSI All Share Real Estate Sector Index Rebalance: Sector Reclassification Drives Changes
There are 3 adds and 4 deletes for the CSI All Share Real Estate Sector Index. The deletes have outperformed the adds and there could be some...
583 Views
Property - Policy Speculation + Favourable Data Release = Stock Uptrend with Volatility
Following a series of easing policy combinations from the government, various cities have continued to implement easing measures.
311 Views
Property - MOHURD Meeting Below Expectation; Expect a Volatile Uptrend for the Sector in 4Q
The MOHURD press conference yesterday highlighted the acceleration of existing policy implementation with few new measures, thus falling short of...
481 Views