HK Connect Flows Weekly (Mar 27th): Alibaba, Xiaomi, Pop Mart Intl, HSBC, Tencent, Meituan, SMIC
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, Xiaomi, Pop Mart Intl, HSBC, Tencent, Meituan,...
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Shanghai Fosun Pharma (2196 HK): Innovative Drugs Drive 2025, Internationalization Key For Future
Shanghai Fosun Pharmaceutical Group reports 1% revenue growth, with innovative drugs sales up 30% to RMB 9.9B. Strong focus on innovation and...
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Who's Optimistic About Pharmacy's Future in China? China Nepstar's Controlling Shareholder
China Nepstar's Chairman and his China Neptunus Drugstore Holding Ltd. (54% owner) has offered $2.60/ADS to take the company private (announcement...
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China ADR Privatizations: The Challenges of Getting the Best Deal
The stellar performance of China’s stock markets over the past twelve months (Shanghai +121%, Shenzhen +161%, and Hong Kong +17%) has led to a...
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Pan-Asia Alpha Signals: Korea & Taiwan Dominate, India Underperformance Deepens | Mar 23-27
Korea (IR 3.0) & Taiwan (2.7) crush AAXJ on risk-adjusted returns while India's alpha collapses to -3.1. WEEKLY snapshot of alpha across 9 Asian...
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