HK Connect Flows Weekly (Jun 26th): Kingboard, Alibaba, Kingboard Laminates, Smic, Tencent, CNOOC
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Kingboard (148 HK), Alibaba (9988 HK), Kingboard...
131 Views
COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
855 Views
Trade Risks Start to Impact, as China Biotech Ambitions Grow…
Cyclical indicators are softening this month - new orders index for the Philly Fed fell nearly 23 points while Japan’s PMI new export orders...
311 Views
Energy Medicine. Personal Experience. Impact. Growth in Asia. Ideas
This is an invest-able idea at the private level  with long term benefits. Both for the body, and for other ideas as well.Ever since I turned over...
4k Views
MS-China Index Earning Revision (Mar): PDD, UNITED NOVA TECHNOLOGY, MEITUAN, TENCENT, ALIBABA
We analyzed MS-China's consensus for Mar 2026 and highlighted changes of EPS in PDD, UNITED NOVA TECHNOLOGY, MEITUAN, TENCENT, ALIBABA, TCL...
446 Views