Pre-Singles Day Online Major Home Appliance Sales in China – AC Maintained the Strong Performance
Air Conditioner y/y growth further accelerated in October, sales went up by 129% Sales of Flat-panel TV picked up; share of leading traditional TV...
536 Views
HK Connect Flows Weekly (Apr 30th): Alibaba, China Mobile, CNOOC, Tencent, Xiaomi, CCB, Cig Shanghai
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, China Mobile, CNOOC, Tencent, Xiaomi, CCB, Cig...
425 Views
A-H Premium Weekly (Jan 23rd): Chifeng Jilong Gold Mining, Flat Glass, Maanshan Iron & Steel
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Chifeng Jilong Gold Mining, Flat Glass, Maanshan Iron &...
281 Views
Skyworth (751 HK): A Long-Dated but Attractive Distribution and Share Buyback Scheme Proposal
While the offer is attractive, the appraised value of Skyworth Photovoltaic is optimistic - my estimated total value is HK$8.43 vs the IFA's...
643 Views
A/H Premium Tracker (2wks to 5 Dec 2025): Hs Outperforming As Slightly But No Beautiful Skew
Hs outperforming As but Beautiful Skew Behaving Badly. SOUTHBOUND flows are net positive but it isn't very orderly. Utilities Hs doing well vs As.
609 Views