HK Connect SOUTHBOUND Flows (2Wks To 2 Jan 2026) - Heavier Gross, Lighter Net, Bank Buys, 941 Sells
Southbound flows saw large gross (surprisingly high given the holidays) but no net in the last two weeks of the year. Banks were heavily bought - I...
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Tencent/Netease: Tencent Received One, Still Ranked 1st in 2025
​Chinese game regulator ends 2025 with 144 games approved in December. We compiled the league table for 2025 and updated our views on the industry....
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HK Connect SOUTHBOUND Flows (Wk To 19 Dec 2025) - Lower Activity, Net Buying, but High-Div SOEs Sold
SOUTHBOUND flows are still low in a year-end-lull but net flows are back to positive. High-div SOEs are seeing outflow. TECH and CONSUMER seeing...
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Primer: Tencent (700 HK) - Dec 2025
Tencent is a dominant force in China's internet landscape, built upon the vast user ecosystems of its social platforms, WeChat and QQ, which...
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Tencent (700 HK): Top Option Trades Reveal a Split in Market Sentiment
​Tencent's multi-leg option strategies highlight evenly split bullish and bearish sentiment, with diagonal spreads making up 25% of trades....
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