Li Auto (LI.US):Getting into the Right Lane
We used to be negative on Li Auto due to its heavily rely on single REEV model and poor new model plan. Recently, the management had said that Li...
581 Views
HSCEI Dividend Futures: 2022 Close to Fair; Sell 22/23 Steepener
The HSCEI 2022 dividend futures are trading close to fair but there are a lot more negative catalysts that will have a bigger impact than positive...
462 Views
HSCEI Index Rebalance: No Surprises Here as Evergrande Is Deleted
Innovent Bio will join the HSCEI after the close on 3 Dec while Evergrande will be deleted, no surprises. One-way turnover is 4.5% due to capping &...
664 Views
HKEx (388.HK): China A50 Index Future Launch with Strong Interest
MSCI China A50 Connect Index future had a strong debut on HKEX (388 HK) in October and will be a game changer for HKEX. We forecast HKEX Securities...
354 Views
China Auto: Outstanding Xpeng in Dark Moment
As expected, auto chip shortage issue wasn't eased in October. And NEV players started getting affected. Both Li Auto (Li.US; 2015.HK) and Xpeng...
212 Views