Shanghai/Shenzhen Northbound Connect: Weekly Moves (22 August 2022)
Inside is a recap of movements in the last week relating to the HKEX-Northbound facilities. Overall, net inflow over the past week was ~US$1.2bn -...
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Northbound Flows: Longi Green, Yili, BYD, Moutai
We highlight weekly northbound Shanghai/Shenzhen connect inflows into Longi Green, Yili, BYD, Moutai, and outflows from Tongwei, Sanhua, TBEA, TCL...
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Zhangzhou Pientzehuang Pharmaceutical (600436CH) 22H1- 2022 Is Stressful but Shares Will Bounce Back
Pien Tze Huang's performance slows down this year. Shares could continue to fall due to overvaluation, but will bounce back due to its high moat....
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Northbound Flows Monthly (July): Financials, Industrials and Materials Led Outflows
Northbound investors sold $2.9bn stocks last month. We highlight flows for Shenzhen Mindray, Zhejiang Huayou, Tianqi Lithium, Yunnan Energy New...
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China Beverage: Baijiu - The Most Addictive & Profitable Alcoholic Beverage in This Planet?
Baijiu, the most popular liquor in China, is perhaps one of the most addictive and profitable alcoholic beverages in this planet. We discuss a pair...
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