Hong Kong Connect Flows Monthly (June): Li Auto, Kuaishou, HKEx, Xpeng
We highlight the 7th month of consecutive inflows from mainland to HK and individual stocks with top inflows: Li Auto, Kuaishou, HKEx, Xpeng.
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Hang Seng, MSCI China Near Major Base Breakouts; Bottoms-Up Stock Rec's in Hong Kong, China, & Japan
Hong Kong's Hang Seng and China's $MCHI and $KWEB are near major base breakouts. We are watching is 22,700 on Hang Seng and $56.60 on MCHI; we are...
753 Views
Shanghai/Shenzhen Southbound Connect: Weekly Moves (30 June 2022)
Inside is a recap of movements in the last week relating to the Shanghai and Shenzhen-Hong Kong Stock Connect. Overall, net inflow was ~US$1.5bn,...
632 Views
CitiBanamex – Potential Bidders Get Serious, We Stay Cautious on Banorte
Banorte and Santander hire M&A advisors for their Banamex bids, Inbursa is a likely candidate; Banorte remains the favourite, we believe, and so we...
522 Views
Shanghai/Shenzhen Southbound Connect: Weekly Moves (24 June 2022)
Overall, net inflow for the week was ~US$1.3bn, split US$0.4bn for Shanghai and US$0.9bn for Shenzhen. The largest inflows were into XPeng and...
640 Views