Quiddity HK Connect SOUTHBOUND (To 27-Oct-23); Meituan & Tech IN, High Div SOEs OUT, Financials MIA
SOUTHBOUND saw net buying. Again. HK$6.9bn over four days. The oil and telecom SOEs continue to see outflows. Meituan continues to see inflows....
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Hong Kong Connect Flows (Oct 27th): Meituan, Semiconductor Manufacturing International, CNOOC
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for Meituan, Semiconductor Manufacturing International, CNOOC.
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Quiddity HK Connect SOUTHBOUND Flows (To 20 Oct 23): Meituan, SMIC, Great Wall!
SOUTHBOUND flows last week were still mildly positive making it 13 weeks in a row. Great Wall Motors is finally a large net buy.
537 Views
Cainiao Pre-IPO - Initial Thoughts on Valuation
Cainiao Smart Logistics, Alibaba Group Holding’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO.
722 Views
Quiddity A/H Premium Tracker (To Oct13): Volatility Up Bigly, Wide Spreads Wider
The Quiddity A-H Monitor, tracking A/H premium positioning, with interactive tables, charts, and trade recommendations. A bad week as pairwise vol...
645 Views