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>In Depth: How SoftBank wrestled back control of Arm China</li><li>Analysis: China's 'zero-Covid' policy is here to stay despite relaxing of quarantine rules</li><li>Charts of the Day: China’s trade deficit with Russia balloons</li></ul>

In Depth: How SoftBank wrestled back control of Arm ChinaAnalysis: China's 'zero-Covid' policy is here to stay despite relaxing of quarantine rulesCharts of the Day: China’s trade deficit with Russia balloons

CX Daily: How SoftBank Wrestled Back Control of Arm China

HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Thematic (Sector/Industry)

<ul>
<li>The gradual lifting of the lockdown in two major cities means that China's industries are recovering. In healthcare, there are both opportunities and challenges worth discussing.</li>
<li>As China restores normal production and life, we analyzed the impact/logic on nucleic acid testing business, local fiscal expenditure, pharmaceutical/medical device companies, IVD, hospital operations, global supply chain, digital healthcare.</li>
<li>Due to geopolitical conflicts, negative impact of lockdown on economy, resource shortage,inflation, the priority of healthcare may decline.The performance/returns on advanced technology/pharmaceuticals/devices or nonrigid demand could be lower than expected. </li>
</ul>


The gradual lifting of the lockdown in two major cities means that China's industries are recovering. In healthcare, there are both opportunities and challenges worth discussing.
As China restores normal production and life, we analyzed the impact/logic on nucleic acid testing business, local fiscal expenditure, pharmaceutical/medical device companies, IVD, hospital operations, global supply chain, digital healthcare.
Due to geopolitical conflicts, negative impact of lockdown on economy, resource shortage,inflation, the priority of healthcare may decline.The performance/returns on advanced technology/pharmaceuticals/devices or nonrigid demand could be lower than expected. 


China Reopen - Opportunities and Challenges in China Healthcare

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 July 24th.</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 Tencent, Knowledge Atlas, Kingboard Laminates, Ntes, Meituan, Zijin Gold Intl, China Life, CNOOC, Hua Hong Semi, Xiaomi.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of July 24th.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight flows for Tencent, Knowledge Atlas, Kingboard Laminates, Ntes, Meituan, Zijin Gold Intl, China Life, CNOOC, Hua Hong Semi, Xiaomi.


HK Connect Flows Weekly (Jul 24th): Tencent, Knowledge Atlas, Kingboard Laminates, Ntes, Meituan

<ul><li>In Depth: How the war in Ukraine is rattling China’s energy transition</li><li>Regional bank under corruption probe faces more trouble after online savings accounts frozen</li><li>China’s services sector slumps further as Covid battle intensifies, Caixin PMI shows</li></ul>

In Depth: How the war in Ukraine is rattling China’s energy transitionRegional bank under corruption probe faces more trouble after online savings accounts frozenChina’s services sector slumps further as Covid battle intensifies, Caixin PMI shows

CX Daily: How the War in Ukraine Is Rattling China’s Energy Transition

<ul>
<li>We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Jul 24th 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), Sinopec (386 HK).</li>
<li>In the past 30 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), Li Auto (2015 HK), Xiaomi (1810 HK).</li>
</ul>


We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Jul 24th 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), Sinopec (386 HK).
In the past 30 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), Li Auto (2015 HK), Xiaomi (1810 HK).


Hong Kong Buybacks Weekly (Jul 24th): Xiaomi, Link Reit, Sinopec, Jlmag, Sunshine Pharma

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.

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JD Health (6618 HK)

CX Daily: How SoftBank Wrestled Back Control of Arm China

In Depth: How SoftBank wrestled back control of Arm China. Analysis: China's 'zero-Covid' policy is here to stay despite relaxing of quarantine rules

Caixin Global

China Reopen - Opportunities and Challenges in China Healthcare

As China restores normal production/life, we analyzed positive/negative impact on different healthcare sectors. There could be policy shifts. What...

Xinyao (Criss) Wang

HK Connect Flows Weekly (Jul 24th): Tencent, Knowledge Atlas, Kingboard Laminates, Ntes, Meituan

We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Tencent (700 HK), Knowledge Atlas (2513 HK), Kingboard...

Ke Yan, CFA, FRM

CX Daily: How the War in Ukraine Is Rattling China’s Energy Transition

In Depth: How the war in Ukraine is rattling China’s energy transition. Regional bank under corruption probe faces more trouble after online...

Caixin Global

Hong Kong Buybacks Weekly (Jul 24th): Xiaomi, Link Reit, Sinopec, Jlmag, Sunshine Pharma

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

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