China Consumer – Addressing Recent Investors’ Concerns
A non-eventful 3Q. While earnings cuts and de-ratings have taken place and reset market expectation across 1H results, in our view, earnings...
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China Consumer Staples – A diverging 1H; mix upgrade and cost savings were keys to stay relevant
In the near term, in our view, when the PPI-CPI scissor gap continues to narrow, market likely refocuses on the legitimation of any GPM expansion...
379 Views
Primer: Smoore International Holdings (6969 HK) - Sep 2025
World's Largest Vaping Device Manufacturer: Smoore International is the global leader in the manufacturing of vaping devices, holding a...
204 Views
HK Short Interest Weekly: BYD, TraHK HSI ETF, Sino Biopharmaceutical
We analyzed the latest HK SFC report for aggregate short position as of Jul 25th and highlight short interest changes in BYD, TraHK HSI ETF, Sino...
389 Views
HK Connect Flows Weekly (Aug 1st): CCB, China Life, Tencent, Li Auto, China Mobile, Xiaomi
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for CCB, China Life, Tencent, Li Auto, China Mobile, Xiaomi,...
452 Views