HK Connect SOUTHBOUND Flows (To 1 Nov 2024); High-Div SOEs Sold, Tech Bought
SOUTHBOUND was a net buyer, again. Volumes were lower. High-div SOEs - so well bought in the early part of the year - are being liquidated in...
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Hong Kong Buybacks Weekly (Nov 1st): AIA, Swire Pacific, Sinopec
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were AIA (1299 HK),...
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Hong Kong Connect Flows (October): $12 Bn Inflows
We analyzed the Hong Kong Connect Scheme for October and highlighted flows for Alibaba, Xiaomi, SMIC, Geely, CCB, and Meituan.
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[Blue Lotus Daily-TMT Update]:BABA US/SE US/700 HK/BIDU US
Lazada and Alibaba introduce AI features for user experience, while Tencent denies rumors of layoffs in gaming division.
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Swiggy IPO - Not as Cheap as It Looks
Swiggy is looking to raise around US$1.35bn in its India IPO. We have looked at its past performance earlier. In this note, we talk about valuations.
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