2024 High Conviction Idea - High Beta and Low Risk Recommendations
"2024 high-beta and low-risk recommendations: JD.com, JD Logistics, JDHealth, Tencent, Luckin for 2024 YE horizon. KE Holdings, NetEase, Kuaishou...
622 Views
Robosense Technology Pre-IPO - PHIP Updates - ADAS Sales Strong but Profitability Remains Distant
Robosense Technology (ROBO HK) (RT) is now looking to raise up to US$150m in its upcoming Hong Kong IPO, down from US$300-400m earlier.
676 Views
[Blue Lotus Sector Update]: 2024 High Conviction Idea: Two Scenarios Towards Year End
China growth equity faces geopolitical uncertainty in C3Q24 due to the US election, but a relief rally is expected in C1Q24. Blue Lotus prepared...
519 Views
HK Connect SOUTHBOUND Flows (To 1 Dec 23); Meituan Dip-Buyings Leads Inflows; CNOOC Vs 941 on SOEs
Quiddity's SOUTHBOUND Connect Monitor: Large net buys on Meituan after the dip make up all of the last week's net buys. Other names see smaller...
466 Views
Robosense Technology Pre-IPO - The Positives - A Whole Lot of Potential
Robosense filed its PHIP for an HK listing over the weekend. We looked at the company's past performance in our earlier notes.
797 Views