HK Connect SOUTHBOUND Flows (To 23 Feb 2024); Selling of Consumer Stocks, But Big Buys of SOEs
SOUTHBOUND saw significant net buying in the first week after Chinese New Year. Large caps and SOEs were heavily bought. Especially in energy and...
578 Views
Globalfoundries. Pressure Grows As Customer Penalties Soar
GFS Q423 revenues of $1.854 billion, -12% YoY, flat QoQ. Guided Q124 down 18% QoQ with GM set to fall from 29% to 23%. SMIC will outspend GFS 10x...
459 Views
A-H Premium Weekly (Feb 9th): Zijin Mining, Conch Cement, China Vanke, Air China, Shandong Gold
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Zijin Mining, Conch Cement, China Vanke, Air China, Shandong...
670 Views
HK Connect SOUTHBOUND Flows (To 9 Feb 2024); Net Tech Selling STILL, Net SOE Buying, STILL
SOUTHBOUND saw net buying on this shortened week pre-CNY as stocks rebounded from the previous week's dramatic selloff. High Div SOEs were bought...
440 Views
GEMWeekly (9 Feb 2024): China Macro; Hyundai Motor, SMIC, Tencent, TSMC, Baidu
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
490 Views