HK Connect SOUTHBOUND Flows (To 25 Apr 2025); First Net Sell in Ages, Led by Heavy SOE Selling
SOUTHBOUND activity low again this 4-day week. Trade tantrums not helping, but markets up despite SOUTHBOUND net selling for the first time in a...
515 Views
HK Short Interest Weekly: China Mobile, Sinopec, Smic, CNOOC, Meituan, Kuaishou
We analyzed the latest HK SFC report for aggregate short position as of Apr 11th and highlight short interest changes in China Mobile, Sinopec,...
563 Views
Quiddity Leaderboard HSCEI Jun25: US$470mn One-Way Flows Expected
Our index change expectations remain the same since mid-March 2025. We expect the ADDs/DELs and indicative weights to be publicly confirmed on 16th...
432 Views
Merger Arb Mondays (21 Apr) - ENN Energy, Canvest, OneConnect, Makino, Shibaura, Welcia, Topcon
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
1.1k Views
HK Connect SOUTHBOUND Flows (To 18 Apr 2025); Buying of Internet, SOEs, and ETFs Previously Sold
SOUTHBOUND gross flows were super slow for the week comparatively speaking, but they were still a net buy. BABA and Tencent and Meituan were buys....
438 Views