Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

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Thematic (Sector/Industry)

<ul>
<li>China’s booming demand for physical products based on media intellectual property (IP) is increasingly reflected in the stock market, where related stocks have become a hot topic among investors.</li>
<li>These products, known in Chinese as “guzi” (谷子) — a transliteration of the English word “goods” — are based on IP from comics, anime, TV dramas and computer games.</li>
<li>Their prices vary widely.</li>
</ul>


China’s booming demand for physical products based on media intellectual property (IP) is increasingly reflected in the stock market, where related stocks have become a hot topic among investors.
These products, known in Chinese as “guzi” (谷子) — a transliteration of the English word “goods” — are based on IP from comics, anime, TV dramas and computer games.
Their prices vary widely.


Anime-Related Stocks Become Hot Ticket Among Chinese Investors 

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Nov 8th.</li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short changes in Xpeng, Citic Sec, Anta Sports, HSBC, Mnso.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Nov 8th.
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short changes in Xpeng, Citic Sec, Anta Sports, HSBC, Mnso.


HK Short Interest Weekly: Xpeng, Citic Sec, Anta Sports, HSBC, Mnso

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Nov 1st.</li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short changes in Mnso, HSBC, China Mobile, Baba, Li Auto.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Nov 1st.
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short changes in Mnso, HSBC, China Mobile, Baba, Li Auto.


HK Short Interest Weekly: Mnso, HSBC, China Mobile, Baba, Li Auto

Asian Hedge Fund Manager, Long Short Equity, Macro

David Mudd

Equity Bottom-Up

<ul>
<li>Hong Kong markets continue to outperform globally this year with short selling declining and mainland buying increasing.  These trends should accelerate going into next year.</li>
<li>
<a href="https://www.smartkarma.com/entities/sun-art-retail-group-ltd" target="_blank" data-smartkarma-citation="entities:401:1" rel="noopener">Sun Art Retail (6808 HK)</a>resumed trading after announcing that the company is entertaining one or more potential acquisition plans for the company.  The company also announced strong 1H25 earnings.
</li>
<li>
<a href="https://www.smartkarma.com/entities/shanghai-electric-group-company-limited-d542164d-4d5a-4ce0-b33e-5fe6bc34722c" target="_blank" data-smartkarma-citation="entities:8777:1" rel="noopener">Shanghai Electric Group Company (2727 HK) </a>announce a buyback plan for 10% of A and H shares outstanding.  The company also announced the acquisition of the China Fanuc robotics business.
</li>
</ul>


Hong Kong markets continue to outperform globally this year with short selling declining and mainland buying increasing.  These trends should accelerate going into next year.

Sun Art Retail (6808 HK)resumed trading after announcing that the company is entertaining one or more potential acquisition plans for the company.  The company also announced strong 1H25 earnings.


Shanghai Electric Group Company (2727 HK) announce a buyback plan for 10% of A and H shares outstanding.  The company also announced the acquisition of the China Fanuc robotics business.



The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (October 22)

<ul>
<li>We analyze the monthly Hong Kong Connect flows with our data engine.</li>
<li>We tabulate the top stocks by inflows, outflows, and holding by mainland investors.</li>
<li>We highlight inflows into Alibaba, Kuaishou, Anta, HKEx, China Resource Land, China Telecom, and outflows from Meituan, Tencent, CNOOC, Xiaomi, China Mobile. </li>
</ul>


We analyze the monthly Hong Kong Connect flows with our data engine.
We tabulate the top stocks by inflows, outflows, and holding by mainland investors.
We highlight inflows into Alibaba, Kuaishou, Anta, HKEx, China Resource Land, China Telecom, and outflows from Meituan, Tencent, CNOOC, Xiaomi, China Mobile. 


Hong Kong Connect Flows (Sep): Weak Inflows Ex-Alibaba

China

MINISO Group Holding Limited operates as a holding company. The Company, through its subsidiaries, retails home decor, small electronics, textile, accessories, beauty tools, toys, cosmetics, personal care, snacks, fragrance and perfumes, and stationery and gifts. MINISO Group Holding serves customers worldwide.

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MINISO Group Holding (9896 HK)

HK Short Interest Weekly: Xpeng, Citic Sec, Anta Sports, HSBC, Mnso

We analyzed the latest HK SFC report for aggregate short position as of Nov 8th and highlight short interest changes in Xpeng, Citic Sec, Anta...

Ke Yan, CFA, FRM

HK Short Interest Weekly: Mnso, HSBC, China Mobile, Baba, Li Auto

We analyzed the latest HK SFC report for aggregate short position as of Nov 1st and highlight short interest changes in Mnso, HSBC, China Mobile,...

Ke Yan, CFA, FRM

The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (October 22)

HK out-perform global peers with short selling abating and mainland buying increasing. Sun Art resumed trading as it entertains potential buyout...

David Mudd

Hong Kong Connect Flows (Sep): Weak Inflows Ex-Alibaba

We noted 12 months of inflows for Southbound connect stocks and highlighted inflows into Alibaba, Kuaishou, Anta, HKEx, China Resource Land, China...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Anime-Related Stocks Become Hot Ticket Among Chinese Investors

China’s booming demand for physical products based on media intellectual property (IP) is increasingly reflected in the stock market, where...

Caixin Global

HK Short Interest Weekly: Xpeng, Citic Sec, Anta Sports, HSBC, Mnso

We analyzed the latest HK SFC report for aggregate short position as of Nov 8th and highlight short interest changes in Xpeng, Citic Sec, Anta...

Ke Yan, CFA, FRM

HK Short Interest Weekly: Mnso, HSBC, China Mobile, Baba, Li Auto

We analyzed the latest HK SFC report for aggregate short position as of Nov 1st and highlight short interest changes in Mnso, HSBC, China Mobile,...

Ke Yan, CFA, FRM

The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (October 22)

HK out-perform global peers with short selling abating and mainland buying increasing. Sun Art resumed trading as it entertains potential buyout...

David Mudd

Hong Kong Connect Flows (Sep): Weak Inflows Ex-Alibaba

We noted 12 months of inflows for Southbound connect stocks and highlighted inflows into Alibaba, Kuaishou, Anta, HKEx, China Resource Land, China...

Ke Yan, CFA, FRM