bullish•Kelun Biotech•08 Jun 2023 16:23
Kelun-Biotech (科伦博泰) Pre-IPO: Thoughts on Valuation
Kelun Biotech is raising up to US$400m to list in Hong Kong. In this note we provide valuation for its core products, SKB264 and A166.
bullish•Quantitative Analysis•05 Jun 2023 09:00
Hong Kong Connect Flows Monthly: $2.7 Bn of Inflows in May
We analyzed the Hong Kong Connect Scheme for May and highlight flows for Tencent, CNPC, CNOOC, Meituan, CCB, HKEX, BYD, ABC, CR Beer.
bearish•Quantitative Analysis•05 Jun 2023 08:10
Northbound Flows Monthly (May): $1.7bn Outflows
We analyzed the Shanghai/Shenzhen Connect Scheme for May and highlight flows for CATL, Kunlun Tech, BJ-SH HSR, CCB, Mindray, Longi, Wuliangye,...
bullish•Quantitative Analysis•04 Jun 2023 10:35
A-H Premium Weekly (Jun 2nd): Conch Cement, China Vanke, China Southern, CSC Financial, COSCO Ship
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Conch Cement, China Vanke, China Southern, CSC Financial,...
bullish•Quantitative Analysis•04 Jun 2023 10:25