Country Garden, China Resource Land, Alibaba, and HSBC
Wish had more conviction for writing this update. The framework for determining if the bounce is durable or if a trend reversal has occurred is not...
428 Views
HK Connect Flows Weekly (Jul 31st): Alibaba, Smic, Xiaomi, Knowledge Atlas, Yofc, Kingboard Hldg
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, Smic, Xiaomi, Knowledge Atlas, Yofc, Kingboard...
114 Views
CX Daily: Abuse Victims’ Convictions for Bigamy Highlight Hurdles to Divorce in China
In Depth: Abuse victims’ convictions for bigamy highlight hurdles to divorce in China. Huawei founder Ren declares a battle for survival
417 Views
HSCEI Sep 2026 Index Rebalance Forecast
We pair a WuXi Bio ADD with a Shenzhou DELETE at mid conviction. The committee skipped WuXi Bio last review, but this time we would not rule the...
139 Views
HSCEI Index Earning Revision (Jul): CNOOC, PING AN, CHINA HONGQIAO, XPENG, CHINA LIFE, JD.COM
We analyzed HSCEI's consensus for Jul 2026 and highlighted changes of EPS in CNOOC, PING AN, CHINA HONGQIAO, XPENG, CHINA LIFE, JD.COM.
151 Views