Connect SOUTHBOUND Flows (To 23 May 2025); Volumes OK, Telecoms & Banks Bought, Tech & Consumer Sold
SOUTHBOUND volumes remain decent, if not overwhelming, but net buying was strong this past week at +HK$19bn. Telecoms and financials were bought....
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ECM Weekly (26 May 2025) - CATL, Hengrui, Eastroc, Haitian, Schloss, Aegis, Hyundai Marine, Pony
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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HK Short Interest Weekly: AIA, Sinopec, Bilibili, Jd, HSBC
We analyzed the latest HK SFC report for aggregate short position as of May 16th and highlight short interest changes in AIA, Sinopec, Bilibili,...
465 Views
HK Connect Flows Weekly (May 23rd): CCB, China Mobile, Meituan, BOC, CMB, Tencent, Xiaomi
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for CCB, China Mobile, Meituan, BOC, CMB, Tencent, Xiaomi.
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Tencent (700 HK): Strategies to Navigate Low Volatility and A Flat Term Structure
Tencent is approaching its 12-month high and implied volatility is cheap. The skew smile and flattish term structure make spreads attractive.
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