Northbound Flows (Jan 12th): Moutai, Longi Green
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight northbound connect flows for Moutai, Longi Green.
485 Views
A/H Premium Tracker (To 5 Jan 2024): STAY Long Hs Vs As: A Premia Still Wide, High Div SOEs Moving
The first week of the year, the A/H premia on average were flat. On liquid names, Hs slightly underperformed. Very mixed across sectors. Premia...
705 Views
Mainland Connect NORTHBOUND Flows (To 5 Jan 2024): Big Names Sold, Banks Bought
NORTHBOUND saw some outflow in the first week after a huge net buy the last week of the year. Large cap liquid names KM and CATL were sold. Banks...
577 Views
Northbound Flows (Jan 5th): Chongqing Changan Automobile, CATL, Moutai
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Chongqing Changan Automobile, CATL, Moutai.
563 Views
AAPICO HITECH AH: Disposition of Asset in India; Core Profit Growth Intact
We maintain our Buy rating as KTX's valuation metrics suggest that AH is attractive in terms of the current valuation, with strong long-term...
90 Views