Northbound Flows (July): Two Months of Outflows
We analyzed the Shanghai/Shenzhen Connect Scheme for July and highlight outflows for CATL, Zhongji, Moutai, Wuliangye, Mindray.
450 Views
China Healthcare Weekly (July.14) - CXO's Disputed Business Model, Remegen Shares Plunged, Kelun Bio
​China CXOs prioritize investment over R&D, leading to potential conflicts of interest. Investors challenged RemeGen due to poor outlook. After...
519 Views
Wuxi XDC Lock-Up - US$300m Lockup Expiry Could See Some Selling Owing to the Regulatory Overhang
WuXi XDC Cayman (2268 HK) was listed in Hong Kong on 17th Nov 2023 after raising US$470m. Its six-month lockup will expire on 16th May 2024.
631 Views
A-H Premium Weekly (Apr 26th): Zoomlion, Sinotrans, Remegen
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Zoomlion Heavy, Sinotrans, Remegen.
468 Views
Remegen (9995.HK/688331.CH) - The Placement Won’t Solve the Problem
​Remegen's breakeven becomes out of reach due to high selling expenses. A-share placement unlikely to improve outlook. Investors advised to monitor...
526 Views