Hong Kong Connect Flows (Feb 17th): Meituan, Xiaomi, Tencent
We analyzed the Hong Kong Connect Scheme for last week and highlight inflows for Meituan, Xiaomi and outflows from Tencent.
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HSCI Index Rebalance Preview and Stock Connect: A Lot of Change
We forecast 44 adds/19 deletes for the HSCI in March leading to 37 adds/deletes for Southbound Stock Connect. There could be more Connect changes...
1.1k Views
HSCI Index Rebalance and Stock Connect: Changes at the Margins
We see 3 inclusions for the index in Dec, and then 26 adds/16 deletions in March. Following the March rebal, we see 22 adds/37 deletions for Stock...
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HSCI Index Rebalance and Stock Connect: Potential Changes in December & March (There's a Lot!)
There could be 3 adds in December while there will be MANY more changes in March. The adds should outnumber the deletes, but there will be many...
878 Views
Modern Dental Group (3600.HK) - More Suitable for Short Term Trading than Long Term Holding
The impact of dental implants centralized procurement could be limited.The concerns are R&D, international relations,immatureĀ invisible orthodontic...
526 Views