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Yunnan Aluminium Co Ltd A (000807 CH)
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13
Analysis
Materials
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China
Yunnan Aluminium Co., Ltd. primarily manufactures and markets aluminum products. The Company's products include aluminum ingots, aluminum rolls, and aluminum alloys.
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bullish
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Thematic (Sector/Industry)
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23 Sep 2021 07:01
EM Aluminium: Early Stage Move
Aluminium exposure has moved higher over the last 12-months. Just over a fifth of the EM funds in our analysis now have exposure to the Aluminium...
Steven Holden
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254 Views
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bullish
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China Merchants Expressway Net
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06 May 2024 06:10
CSI300 Index Rebalance Preview: Bounce in the Potential Deletes Could Be Short Lived
There could be 11 changes for the CSI300 in June with multiple days of ADV to trade on most names. The potential deletes have bounced recently but...
Brian Freitas
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405 Views
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bullish
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Shanghai Electric Group Company
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09 Apr 2024 15:57
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...
Janaghan Jeyakumar, CFA
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452 Views
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bearish
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Xinjiang Tianshan Cement A
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11 Mar 2024 18:39
Quiddity Leaderboard CSI 300/500 Jun 24: Exp. One-Way Flow Tops US$3bn Due to Passive AUM Surge
Significant amounts of new passive money has flowed into the CSI 300 and CSI 500 index resulting in a sharp increase in our one-way flow...
Janaghan Jeyakumar, CFA
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333 Views
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bullish
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Shanghai Rural Commercial Bank
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11 Jan 2024 14:55
Quiddity Leaderboard CSI 300/500 Jun 24: Some Changes in Rankings; US$2.3bn One-Way
Collectively, the CSI 300 and CSI 500 expected changes basket can result in ~US$2.3bn index flows one-way. Around 70% of the reference period is...
Janaghan Jeyakumar, CFA
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343 Views
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