Update On CR Power (836 HK)'s Clean Energy Spin-Off
CR Power is a BUY after 81.81%-held (after over-allotment) China Resources New Energy Group (001248 CH) opened at RMB21.60 versus an IPO price of...
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China Equity Strategy: Domestic Funds Rush to Deploy Capital in Hong Kong Market
China mainland funds have accelerated their capital deployment in Hong Kong market in the new year. The fund inflow to Hong Kong has exceeded RMB...
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Hong Kong Connect Flows (June): AI Driven $4.6bn Inflows
We estimate inflows to be $4.6bn from mainland investors to HK stocks in June. We highlight flows for Alibaba, Kingboard Laminates, Kingboard,...
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HS TECH Index Earning Revision (Jun): LI AUTO, NTES, XPENG, KINGSOFT, TRIP.COM, MEITUAN
We analyzed HS TECH's consensus for Jun 2026 and highlighted changes of EPS in LI AUTO, NTES, XPENG, KINGSOFT, TRIP.COM, MEITUAN.
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Global Equity Strategy: Bullish Outlook Intact
Our outlook remains bullish and we continue to believe that the path of least resistance remains higher for global equities (MSCI ACWI). As long as...
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