Pre-IPO Fangzhou Inc. (PHIP Updates) - Some Points Worth the Attention
​Fangzhou faces challenges with decreasing drug price due to VBP/NRDL negotiation. The internal disputes, litigation, cash flow pressure will lead...
361 Views
China Consumption Weekly (3 Jun 2024): Alibaba, Alibaba Pictures, Li Auto, JD.com, JD Health
Alibaba Pictures’ revenue increased by 44% YoY in the March quarter. Alibaba’s Cainiao plans to purchase fresh food from the places of origin. Li...
468 Views
HK Strategy: To Sell or Not to Sell, that Is the Question
​HSI surges by 19.4% nearing the 20,000 resistance, potential profit-taking names include Meituan, Tencent, Haidilao, and ENN Energy due to strong...
512 Views
HSTECH Index Rebalance Preview: Round-Trip Trade of US$2.4bn in June
We do not forecast any constituent changes for the HSTECH in June but there could be capping changes for 7 stocks. Li Auto is the big buy; there...
657 Views
HK Strategy: Where Are the Short-Term Opportunities?
Li Auto, Link REIT, China Mengniu, Hang Lung Properties, and Galaxy Entertainment are massive laggards YTD but the recent rebound from the trough...
525 Views