HK Connect Flows Weekly (Aug 7th): Alibaba, Tencent, Xiaomi, Meituan, Knowledge Atlas, CCB, ICBC
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, Tencent, Xiaomi, Meituan, Knowledge Atlas, CCB,...
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How New U.S. Chip Restrictions Could Hit China’s Smart Car and Cloud Firms
New U.S. export restrictions on certain microchips used for machine learning could distrupt China’s development of autonomous driving technology...
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Hong Kong Single Stock Options Weekly July 27–31: Rally Broadens While Xiaomi Option Volumes Surge
Hong Kong equities extended their rally with broad participation, while rebounding option activity, heavy Xiaomi trading and consumer-sector...
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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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HS TECH Index Earning Revision (Jul): BIDU, XPENG, NIO, XIAOMI, JD.COM
We analyzed HS TECH's consensus for Jul 2026 and highlighted changes of EPS in BIDU (9888 HK), XPENG (9868 HK), NIO (9866 HK), XIAOMI (1810 HK),...
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