Seres (9927 HK): Index Inclusion Timeline for a Max Offering of US$2.2bn; Big Discount to A-Shares
Seres could raise US$2.2bn in its HK IPO. Inclusion in Southbound Connect from 1 Dec. Global index and FXI inclusions in June and August next year....
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Quiddity Leaderboard CSI 300/​​500 Dec 24: Some Changes to Exp ADDs/DELs; Large Flow Expectations
We estimate for one-way flows of US$3.5bn and US$3.9bn for CSI 300 and CSI 500 respectively. The reference period for ADDs/DELs selection ends on...
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Technically Speaking, Breakouts and Breakdowns: HONG KONG (July 24)
BYD Company, Power Assets and WH Group all experienced breakouts during the week. WH Group announced a spin off of its Smithfield Foods business...
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Shifting Exposure To Emerging Markets; Buying TSMC/Taiwan Semi, ICICI Bank, Many Others
We see early signs of positive change within EM, and we present a strong case as to why we believe now is an opportune time to add exposure.
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Expected Macau Smoking Ban Creates a Level Playing Field for Operators
This week the Macau government proposed to the Second Standing Committee of Macau Legislative Assembly to allow smoking only in smoking lounges in...
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