HK Connect Flows Weekly (Jul 25th): China Life, China Mobile, CCB, Xiaomi, Kuaishou
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for China Life, China Mobile, CCB, Xiaomi, Kuaishou, China...
407 Views
Asian Equities: Overvalued, Over-Leveraged, Low Growth – a Different Look
We modify our "stocks to avoid" list using EBITDA as the earnings parameter & EV as the valuation parameter. We screen 30 stocks, mostly from...
385 Views
HSI, HSCEI, HSTECH, HSIII: Rebalance Flows Post Capping (Sep 2024)
The September rebalance of the HSI, HSCEI, HSTECH and HSIII indices will use today's closing prices for capping. The round-trip trade across the...
595 Views
Hang Seng Internet & IT Index Rebalance: Three Changes & A Few Surprises
There are 3 changes for the HSIII in Sep. Estimated one-way turnover at the rebalance is 3.4% resulting in a round-trip trade of HK$2.04bn...
492 Views
HSCI Index Rebalance: 38 Adds, 29 Deletes & Changes to Southbound Stock Connect
There are 38 adds and 29 deletes for the HSCI at the September rebalance to take the number of index constituents up to 518. There will be a lot of...
643 Views