MS-China Sep 2026 Index Rebalance: Pre-Implementation Update
MS-China enters implementation on 1 Sep with 33 ADDs and 32 DELETEs. We update post-announcement stock performance and discuss implementation trades.
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MS-China Sep 2026 Index Rebalance: Post-Announcement Positioning
MGlobal Index announced the Review results after market close on 12 Aug with 33 ADDs and 32 DELETEs, effective 1 Sep. We review the pre...
128 Views
Aequitas: Shenzhen Megmeet Electrical A/H Listing - Broad Portfolio, Stock Driven by NVIDIA
Shenzhen Megmeet Electrical (002851 CH) (SME), an industrial technology group, aims to raise around US$750m in its H-share listing. In this note,...
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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,...
129 Views
HK Connect Monthly (July): $8.1bn Inflows
We estimate inflows to be $8.1bn from mainland investors to HK stocks in July. We highlight flows for Knowledge Atlas, Ntes, Kingboard Laminates,...
115 Views