HK Connect Flows Weekly (Jul 11th): Meituan, CCB, SMIC, Li Auto, Zhongan Online, Alibaba, CMB
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Meituan, CCB, SMIC, Li Auto, Zhongan Online, Alibaba,...
782 Views
Global Markets WEEKLY Tactical Outlook: July 7 to July 11
Global markets may close the week down as US markets became very overbought and stocks started to pull back globally, while the Trump...
389 Views
Asian Equities: Southbound Monthly - June Acceleration; Old Getting Sold, Dividends the New Darling
June saw a surge in net inflow through Southbound Stock Connect, with investors favoring high dividend yield SOEs & defensive healthcare stocks...
590 Views
Merger Arb Mondays (07 Jul) - Seven & I, Shibaura, Insignia, New World, ENN Energy, HKBN, Fengxiang
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
900 Views
HSCEI Index Earning Revision (Jun): Ntes, Meituan, Bidu, CCB, ICBC, Beigene, Shenzhou Intl
We analyzed HSCEI's consensus for Jun 2025 and highlighted changes of EPS in Ntes, Meituan, Bidu, CCB, ICBC, Beigene, Shenzhou Intl, Zijin Mining.
2.3k Views