HK Connect Flows Weekly (Apr 30th): Alibaba, China Mobile, CNOOC, Tencent, Xiaomi, CCB, Cig Shanghai
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, China Mobile, CNOOC, Tencent, Xiaomi, CCB, Cig...
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Chinese Telecom Market Provides Favorable Backdrop for Stocks:Â Defensive Long-Term Growth on Offer
The Chinese telecom market is one of our favorites in the region, with organic growth stemming from country GDP growth forecasts averaging around...
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HSCEI Index Earning Revision (Apr): MEITUAN, HORIZON ROBOTICS, ALIBABA, CCB, ICBC, LI AUTO, CNOOC
We analyzed HSCEI's consensus for Apr 2026 and highlighted changes of EPS in MEITUAN, HORIZON ROBOTICS, ALIBABA, CCB, ICBC, LI AUTO, CNOOC.
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China: Can Beijing Maintain the Policy Balancing Act Through 2017? (Part 2 of 8)
In this insight, we highlight some recent developments on the policy front in China before commenting on the tactical indicators. The main current...
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Report from Mobile World Congress: The Transition to 5G Comes into Focus.
New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized...
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