Xinyi Solar, BYD, and Bank of China
The main drivers for Hong Kong stock rallies are short covering, buybacks, and China government real estate support measures announcements.
874 Views
Xinyi Solar: Short-Term Headwinds, Cash Flow Concerns, and a Premium Valuation
In this insight, I carry out a deep dive analysis into Xinyi Solar, the outlook for the company, upcoming catalysts, and its current valuation...
258 Views
China Semiconductors: Rising up the Ranks
China managers continue to increase their Semiconductor exposures. Average fund weights stand at a record 3.20% with a new high of 73.3% of funds...
231 Views
Quiddity HSCEI Jun 24 Flow Expectations: Many Reasons to Follow the Developments Closely
The reference period for HSCEI June 2024 review ended on 31st March 2024 and my expectations for index changes remain unchanged since I published...
640 Views
HSCEI Index Rebalance Preview: One Change or Two in June?
SenseTime may be deleted in June while Zijin Mining could be added. BeiGene is a close add pending the Velocity Test. Estimated turnover at...
378 Views