CHINA SOE REFORM: Thoughts and implications of OIL MERGER rumours
Local press has been heavily speculating that we will get a detailed announcement of the SOE reform plan by March, where the number of central SOEs...
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Northbound Flows (1Q2025): BYD, Naura Technology, Cmb, Yangtze Power, Weichai Power
We analyzed Northbound connect data for 1Q2025 and highlight flows for BYD, Naura Technology, Cmb, Yangtze Power, Weichai Power.
493 Views
Northbound Flows (4Q2023): $20bn Outflows in 4Q
We analyzed Northbound connect data for 4Q2023 and highlight flows for Moutai, Yangtze Power, Catl, Gree Electric Appliances, Sungrow Power Supply.
428 Views
Northbound Flows (3Q2024): Wait and See Mode
We analyzed Northbound connect data for 3Q2024 and highlight flows for Moutai, Midea, Wuliangye, Catl, Gree Electric Appliances.
526 Views
Northbound Flows (Aug 16th): CATL
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlighted flows for CATL (ticker: 300750 CH).
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