Quiddity HSTECH Jun 24 Final Expectations: US$1.6bn One-Way; Li Auto, JD, Xiaomi, Meituan, & Tencent
I estimate one-way flow to be US$1,585mn which translates to a turnover of roughly 8.3%. I do not expect any constituent changes for the HSCEI June...
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China ADRs Delisting - Friday Could Be Judgment Day for over US$800bn Mcap of Stocks
PCAOB officials concluded their Hong Kong visit last month and PCAOB is due to announce its annual judgment on whether it had adequate access to US...
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Xpeng (9868.HK, XPEV): Painful Year, but Payoffs for Technology Improvements Ahead
After a 86% decline on share price YTD, we believe it’s time to revisit Xpeng. We believe the market has overreacted, while the company’s...
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Xpeng: Milestone Year Ahead
Short term interruption from chips and LFP battery shortage would be eased in 2H2022.Xpeng’s monthly delivery would ramp up to 30,000 cars with the...
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HSTECH Index Rebalance Preview: Round-Trip Trade of US$2.4bn in June
We do not forecast any constituent changes for the HSTECH in June but there could be capping changes for 7 stocks. Li Auto is the big buy; there...
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