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.
563 Views
Quiddity SSE50/180 Jun 24 Rebalance: US$1.8bn One-Way Flow; LONGs up 8.6% Vs SHORTs in a Month
On average, the LONGs are up 5.6% and the SHORTs are down 3.0% since the pair trades were suggested (on 6th May 2024). Some of these have to be...
540 Views
CR Power (836 HK): Upside From Clean Energy Spin-Off
CRP is not trading rich to peers. On balance, and on the expectation we see additional newsflow on the spin-off, CRP should outperform its IPP peers.
567 Views
Northbound Stock Connect Expansion: Potential Changes in 2023
The universe for inclusion in Northbound Stock Connect has been expanded to include the SSE A Share Index and the SZSE Composite Index...
943 Views
SDIC Power Bull Set Up
SDIC Power Holdings (600886 CH) displays solid underlying support amid a tactically weaker short term bias as a potential bull triangle takes shape...
473 Views