SSE50 Index Rebalance Preview: Forecast Changes & Borderline Names for June
There could be 5 changes. Estimated one-way turnover is 6.4% and round-trip trade is CNY 13bn (US$1.9bn). Index arb balance will increase flow and...
440 Views
A-H Premium Weekly (Mar 20th): CATL, China Longyuan Power, Yankuang Energy, Shenzhen Woer Heat, CIMC
We analyzed A-H premium changes in the past week and highlight A-H premium changes for CATL, China Longyuan Power, Yankuang Energy, Shenzhen Woer...
264 Views
HK Short Interest Weekly: Tencent, Alibaba, CNOOC, Petrochina, Cmoc, Yankuang Energy, Sinopec
We analyzed the latest HK SFC report for aggregate short position as of Mar 13th and highlight short interest changes in Tencent, Alibaba, CNOOC,...
238 Views
CHINA SOE REFORM: Thoughts and implications of OIL MERGER rumours
Local press has been heavily speculating that we will get a detailed announcement of the SOE reform plan by March, where the number of central SOEs...
458 Views
HK Connect Flows Weekly (Mar 13th): Tencent, CNOOC, Jiaxin International Resourc, Lingbao Gold
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Tencent (700 HK), CNOOC (883 HK), Jiaxin International...
219 Views