The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (February 22)
Hong Kong had a strong January performance which saw a continuation of material sector outperformance. China saw ETF outflows as the National Team...
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HK A+H Connect Inclusion Event Study: 3Q2026 Update
We add 18 A+H Connect ADDs since March. H-shares now outperform A-shares after ADDs that follow stabilization, while listing-day ADDs draw heavy...
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Transsion (传音控股) A+H Pre-IPO: PHIP Updates
Transsion is seeking an A+H listing. 1H26 net profit rose 46.2% YoY as smartphone price increases ran ahead of memory costs. The test for 2H26 is...
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HS TECH Index Earning Revision (Sep): BIDU, TONGCHENG TRAVEL, TRIP.COM, MINIMAX, Kuaishou, LI AUTO
We analyzed HS TECH's consensus for Sep 2026 and highlighted changes of EPS in BIDU, TONGCHENG TRAVEL, TRIP.COM, MINIMAX, Kuaishou, LI AUTO,...
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CHINA HOUSEHOLD CONSUMPTION: Unlocking Growth Potential in Five-Year Plan
China has announced that it will significantly boost the share of domestic consumption in its next five years, while maintaining tech and...
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