HK Connect SOUTHBOUND Flows (To 24 May 2024); Strong Bank Buying and Tech Selling Continues
SOUTHBOUND flows continue to be strong. This week saw nearly HK$8bn bought on Banks and banks were top inflows. Some of this may be National Team...
534 Views
Tech Supply Chain Tracker (25-May-2024): Global EV charger market & key players
Global EV charger market overview, Lenovo and SDC announce partnership for slidable display devices by 2025, Absolics receives US CHIPS Act subsidy...
503 Views
HSTECH Index Rebalance: Float & Capping Changes Result in 8% Turnover & US$2.5bn Round-Trip Trade
Float and capping changes will result in one-way turnover of 8% and in a round-trip trade of HK$19.2bn (US$2.46bn). Li Auto is the largest passive...
1.4k Views
Quiddity HSTECH Jun 24 Final Expectations: US$1.6bn One-Way; Li Auto, JD, Xiaomi, Meituan, & Tencent
I estimate one-way flow to be US$1,585mn which translates to a turnover of roughly 8.3%. I do not expect any constituent changes for the HSCEI June...
475 Views
HSTECH Index Rebalance Preview: Round-Trip Trade of US$2.4bn in June
We do not forecast any constituent changes for the HSTECH in June but there could be capping changes for 7 stocks. Li Auto is the big buy; there...
657 Views