Mainland Connect NORTHBOUND Flows (To 9 Aug 2024): Back to Net Selling of Renewables and Consumer
NORTHBOUND back to the sell side last week. Pretty much across the board but renewables-related (solar, btty, EVs) were all sells. EVs to be...
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Northbound Flows (Aug 9th): Suzhou Dongshan Precision Manufacturing, Midea, CATL, Zhongji Innolight
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlighted flows for Suzhou Dongshan Precision Manufacturing, Midea,...
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Tianneng (819 HK): Star Market Battery Spin-Off Priced
In my prior insight, I recommended buying TPI on the expectation it retests its July high. It achieved that today. If you were already in, I'd be...
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Tianneng (819 HK): Battery Spin-Off And The Tesla Effect
The Star Market will welcome another battery manufacturer, one that is an up & coming supplier of lithium batteries, and one that promotes and...
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Smartkarma Originals
Road to 5G: How to Make Money in 5G
In this report, we highlight the best money making ideas by identifying the winners and the losers of the sectors in the 5G value chain. For...
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