A-H Premium Weekly (Aug 7th): Remegen, Cmoc, Shandong Gold Mining Co Lt-H, Luxshare Ict
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Remegen, Cmoc, Shandong Gold Mining Co Lt-H, Luxshare Ict,...
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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...
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Boqian New Materials (博迁新材) A+H Pre-IPO: Early Thoughts
Boqian New Materials is seeking an A+H listing. In this note, we look at the company's business, its industry context and provide our early thought...
129 Views
HK Connect Flows Weekly (Jul 24th): Tencent, Knowledge Atlas, Kingboard Laminates, Ntes, Meituan
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Tencent (700 HK), Knowledge Atlas (2513 HK), Kingboard...
132 Views
EM Metals and Mining: Active Fund Ownership Surges to 7-Year High
Surging fund inflows have pushed average holding weights in Metals and Mining stocks to their highest allocation in over 7 years.
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