MS-China Sep 2026 Index Rebalance: Pre-Implementation Update
MS-China enters implementation on 1 Sep with 33 ADDs and 32 DELETEs. We update post-announcement stock performance and discuss implementation trades.
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CanSino Biologics(6185 HK): Price Surged - Worth a Shot !!
CanSino Biologics (6185 HK) shares surged on the back of Moderna (MRNA US) breakthroughs with its mRNA vaccine for melanoma. Cansino was China's...
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2023H2 China Healthcare Investment Strategy and Top Pick
There're structural opportunity in China healthcare in 23H2. We advise investors not to miss out.Risks remain, offloading after rebound is...
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MS-China Sep 2026 Index Rebalance Forecast
We forecast 16 ADD candidates and 22 DELETE candidates for the MS-China August 2026 Quarterly Index Review, with the announcement expected after US...
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MS-China Index Earning Revision (Jul): TENCENT, MAXSCEND MICROELECTRONICS, MEITUAN, XIAOMI, JD.COM
We analyzed MS-China's consensus for Jul 2026 and highlighted changes of EPS in TENCENT, MAXSCEND MICROELECTRONICS, MEITUAN, XIAOMI, JD.COM,...
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