Primer: Xinjiang Tianshan Cement A (000877 CH) - Aug 2026
Industry Leader Facing Severe Headwinds: Following a major asset restructuring, Xinjiang Tianshan Cement has become the largest listed cement...
91 Views
China National Building Material (3323 HK): Publication of Buyback Offer Document
CNBM faces a tough operating environment with poor FY24 profit for subsidiaries. Its buyback valuation stays attractive but the safety margin at...
760 Views
CSI300/CSI500 Index Rebalance: Big Flows and US$5bn Round-Trip Trade
The CSI300/CSI500 indices rebalance at the close tomorrow. Since announcement, the inclusions to the CSI300 index have outperformed the deletes by...
993 Views
Quiddity Leaderboard CSI 300/500 Jun 24: SHORTs Down 11% Vs Index Since Mid-Feb; Change the Hedge
I estimate one-way flows of US$1.45bn for the CSI 300 rebalance and US$2.35bn for the CSI 500 rebalance in June 2024. These estimates could still...
719 Views
CSI300 Index Rebalance Preview: Potential Adds Outperforming Despite ETF Inflows
The adds have outperformed the deleted by over 10% in the last month. Coming up to the end of the review period, there could be further positioning.
1.3k Views