Hong Kong Connect Flows (Jun 16th): CCB
We analyzed the Hong Kong Connect Scheme for last week. We estimate the inflows to be USD 1.5bn and highlight flows for China Construction Bank.
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Hong Kong Connect Flows (Jun 9th): Tencent, China Mobile, CCB
We analyzed the Hong Kong Connect Scheme for last week and highlight flows for Tencent, China Mobile, and China Construction Bank.
454 Views
Guoquan Food Pre-IPO - Decent Track Record, Although Newfound Profits Could Be Unsustainable
Guoquan Food (Shanghai) (1786512D CH) is looking to raise about US$500m in its upcoming Hong Kong IPO. Guoquan Food (Shanghai) is a home meal...
429 Views
China Catering Sector: Long Xiabuxiabu / Short Jiumaojiu
The recovery of China catering sector remains on track. We recommend long Xiabuxiabu / short Jiumaojiu to play the recovery while hedging against...
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Hong Kong Connect Flows Monthly: First Monthly Outflows in 12 Months
We analyzed the Hong Kong Connect Scheme for February and highlight flows for China Mobile, GWM, Sensetime, Tencent, HKEx, CCB, Meituan, BYD.
451 Views