China/Asia TMT

Shawn Yang

China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

Thematic (Sector/Industry)

<ul>
<li>JD:JD is reported to launch “RMB10bn subsidy” channel in March(-)</li>
<li>241HK/6618HK:Shanxi stops allowing first medical consultation to be online, other provinces may follow suit(-)</li>
<li>1024HK:Kwai recruitment releases performance of serial New Spring Recruit Event（+）</li>
</ul>


JD:JD is reported to launch “RMB10bn subsidy” channel in March(-)
241HK/6618HK:Shanxi stops allowing first medical consultation to be online, other provinces may follow suit(-)
1024HK:Kwai recruitment releases performance of serial New Spring Recruit Event（+）


China TMT Update(Feb.20): JD.US, 241HK, 6618HK, 1024HK - JD Is Reported to Launch “RMB10bn Subsidy”

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of August 7th.</li>
<li>The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.</li>
<li>We highlight flows for Alibaba, Tencent, Xiaomi, Meituan, Knowledge Atlas, CCB, Hua Hong Semi, ICBC, China Mobile, PICC P&amp;C.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of August 7th.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight flows for Alibaba, Tencent, Xiaomi, Meituan, Knowledge Atlas, CCB, Hua Hong Semi, ICBC, China Mobile, PICC P&amp;C.


HK Connect Flows Weekly (Aug 7th): Alibaba, Tencent, Xiaomi, Meituan, Knowledge Atlas, CCB, ICBC

<ul>
<li>We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Aug 7th based on HKEx daily reports.</li>
<li>In the past 7 days, the top 3 companies that repurchased the most shares from the market were Xiaomi (1810 HK), Link Reit (823 HK), Want Want China (151 HK).</li>
<li>In the past 30 days, the top 3 companies that repurchased the most shares from the market were Xiaomi (1810 HK), Tencent (700 HK), Link Reit (823 HK).</li>
</ul>


We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Aug 7th based on HKEx daily reports.
In the past 7 days, the top 3 companies that repurchased the most shares from the market were Xiaomi (1810 HK), Link Reit (823 HK), Want Want China (151 HK).
In the past 30 days, the top 3 companies that repurchased the most shares from the market were Xiaomi (1810 HK), Tencent (700 HK), Link Reit (823 HK).


Hong Kong Buybacks Weekly (Aug 7th): Xiaomi, Link Reit, Want Want China, Dynam Japan

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul>
<li>Some state-owned drugmakers have moved to round-the-clock production and ramped up overseas procurement after the sudden reversal of China’s “zero-Covid” policy cleared pharmacy shelves of fever and cough medicines.</li>
<li>After acute outbreaks in Beijing and Guangzhou overran Covid controls, demand has exploded across the country for so-called “anti-epidemic drugs,”</li>
<li>According to data provided to Caixin by JD Health, the pharmacy platform saw an 18-fold spike in sales of anti-epidemic drugs in the week to Dec. 4, compared to the week to Nov. 4.</li>
</ul>


Some state-owned drugmakers have moved to round-the-clock production and ramped up overseas procurement after the sudden reversal of China’s “zero-Covid” policy cleared pharmacy shelves of fever and cough medicines.
After acute outbreaks in Beijing and Guangzhou overran Covid controls, demand has exploded across the country for so-called “anti-epidemic drugs,”
According to data provided to Caixin by JD Health, the pharmacy platform saw an 18-fold spike in sales of anti-epidemic drugs in the week to Dec. 4, compared to the week to Nov. 4.


China’s State Drugmakers Scramble to Stock Pharmacy Shelves Amid Run on Covid Medicines

HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

<ul>
<li>China's relaxation of COVID-19 control measures is much faster than expected. Due to rising infection rate and mortality rate, China would bear some pressure in the short term. </li>
<li>We analyzed the direct impacts due to COVID policy shift and related investment opportunities. The hardest time of three-year COVID-19 has passed.The playbook of the pandemic is about to end.</li>
<li>With the new leadership taking office, China will be more committed to economic growth after the Two Sessions. Starting from 2023H2, China could formulate independent financial/monetary policies. China will change. </li>
</ul>


China's relaxation of COVID-19 control measures is much faster than expected. Due to rising infection rate and mortality rate, China would bear some pressure in the short term. 
We analyzed the direct impacts due to COVID policy shift and related investment opportunities. The hardest time of three-year COVID-19 has passed.The playbook of the pandemic is about to end.
With the new leadership taking office, China will be more committed to economic growth after the Two Sessions. Starting from 2023H2, China could formulate independent financial/monetary policies. China will change. 


China Makes U-Turn on COVID Policy - Here Are the Direct Impacts and Investment Opportunities

China

JD Health International Inc. is a Chinese online healthcare platform and retail pharmacy. It provides pharmaceutical and healthcare products, internet healthcare services, health management, and intelligent healthcare solutions. The company was founded in February 2014 and is headquartered in Beijing, China.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

JD Health (6618 HK)

China TMT Update(Feb.20): JD.US, 241HK, 6618HK, 1024HK - JD Is Reported to Launch “RMB10bn Subsidy”

JD is reported to launch “RMB10bn subsidy” channel in March; Shanxi stops allowing first medical consultation to be online; Kwai recruitment...

Blue Lotus Research Institute

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,...

Ke Yan, CFA, FRM

Hong Kong Buybacks Weekly (Aug 7th): Xiaomi, Link Reit, Want Want China, Dynam Japan

We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Xiaomi (1810 HK),...

Ke Yan, CFA, FRM

China’s State Drugmakers Scramble to Stock Pharmacy Shelves Amid Run on Covid Medicines

According to data provided to Caixin by JD Health, the pharmacy platform saw an 18-fold spike in sales of anti-epidemic drugs in the week to Dec....

Caixin Global

China Makes U-Turn on COVID Policy - Here Are the Direct Impacts and Investment Opportunities

China's U-turn on COVID policy will lead to rising infection/mortality rate.We analyzed the direct impact/investment opportunity. Under new...

Xinyao (Criss) Wang

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)