HK Connect SOUTHBOUND Flows (2wks To 10 Oct 2025); Big Pre/Post Holiday Flows. NB 2x as Big.
This is just to keep track of the Southbound flows. There were two days in the previous week and two days last week spanning the big holiday. HK...
647 Views
Primer: Fuyao Group Glass Industr A (600660 CH) - Sep 2025
Dominant Market Leader with Strong Growth Trajectory: Fuyao is the largest automotive glass manufacturer in China and a global leader,...
150 Views
A/H Premium Tracker (To 22 Aug 2025):Ā BIG Beautiful Skew Corrects
BIG BEAUTIFUL SKEW Corrects 2.3%. Feels like more of a correction to come. A shares seeing a real push on the speculative side.
450 Views
A/H Premium Tracker (To 1 Aug 2025):Ā HUGE SOUTHBOUND Buying Helps Beautiful Skew but Premia Up
AH Premia rose on the week after the strongest 60-day average H outperformance seen in many years. SOUTHBOUND buying was huge, but H...
693 Views
Desay SV A+H Pre-IPO: Early Thought
Desay SV is seeking to raise at least USD 100m in an A+H listing. In this note, we look at the company's business, its industry context and provide...
94 Views