Last Week on China Internet (28Oct19): PDD’s Higher Cap than JD and Poorer Relation with Tencent
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
559 Views
HK Connect Flows Weekly (Jun 5th): Smic, China Mobile, Akeso, Pop Mart Intl, CNOOC, Xiaomi, Lenovo
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Smic, China Mobile, Akeso, Pop Mart Intl, CNOOC, Xiaomi,...
149 Views
Aequitas: JD Industrials Lockup Expiry - US$1bn Lockup Release
JINGDONG Industrials (7618 HK) raised around US$383m in its Hong Kong IPO in Dec 2025. The lockup on its cornerstone and pre-IPO investors is set...
152 Views
Hong Kong Connect Flows (May): End of Continuous Monthly Inflows
We estimate outflows to be $0.6bn from mainland investors to HK stocks in May. We highlight flows for SMIC, Alibaba, Tencent, China Mobile,...
125 Views
China - Not Out of the Woods by Any Means
The Chinese onshore and offshore equity markets have been outstanding performers over Q1, due to; i) rising hopes of a trade settlement with the...
811 Views