Overview #34 – China Rocks On: Bull Market Rules
A review of recent events/data impacting our investment themes and outlook. We look at some new additions in Chinese tech as the bull market broadens
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Hong Kong Buybacks Weekly (Sep 12th): Tencent, Hang Seng Bank, China Hongqiao
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Tencent (700 HK),...
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Technically Speaking Breakouts & Breakdowns - HONG KONG (September 10)
The Hong Kong secular bull market continues to broaden and has broken all long term resistance levels. The HSCEI has beaten Asian and global peers...
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HK Short Interest Weekly: China Hongqiao, Xiaomi, Meituan, Hua Hong Semiconductor
We analyzed the latest HK SFC report for aggregate short position as of Aug 29th and highlight short interest changes in China Hongqiao (1378 HK),...
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HK Connect Flows Weekly (Sep 5th): Alibaba, Ping An Insurance, Xiaomi, Tencent, Pop Mart Intl
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba (9988 HK), Ping An Insurance (2318 HK), Xiaomi...
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