Yichang HEC (1558 HK): Absorption Via Speculative Scrip. Avoid
⬇ $Yichang HEC Changjiang Pharma(01558)$ - Maybe this gets up. Maybe this is worth HK$19.30/share. Too many maybes. If in, I'd vote this transaction down. If not in, I'd be looking elsewhere. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/yichang-hec-1558-hk-absorption-via-speculative-scrip-avoid?utm_source=tiger_community By David Blennerhassett, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/david-blennerhassett?utm_source=tiger_community On Yichang HEC Changjiang Pharma (01558):- https://www.smartkarma.com/entities/yichang-hec-changjiang-pharmaceutical?utm_source=tiger_community
⬆ $Tencent(00700)$ - C1Q24 generative AI has made explicit impact on listco earnings. We summarized the observed trends and found China has a great deal of potential to be realized Continue reading on Smartkarma:- https://www.smartkarma.com/insights/a-few-generative-ai-takeaways-from-c1q24-earnings?utm_source=tiger_community By Eric Wen, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/eric-wen?utm_source=tiger_community On Tencent (00700):- https://www.smartkarma.com/entities/tencent-holdings-ltd?utm_source=tiger_community
⬆ $KraneShares CSI China Internet ETF(KWEB)$ - Focusing on Chinese names that have already been leading, and these are the ones most likely to continue to do so going forward. Very specific entry and exit points on numerous equities and ETFs. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/red-dragon-awakening?utm_source=tiger_community By Douglas Busch, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/douglas-busch?utm_source=tiger_community On KraneShares CSI China Internet ETF (KWEB):- https://www.smartkarma.com/entities/kraneshares-csi-china-internet-etf?utm_source=tiger_community
HSTECH June 2024 Rebal - No Changes But Big Capping Flows, As Expected; 8% US$1.6bn One-Way
⬆ $Li Auto (02015)$ - Quiddity did not expect any name changes to the HSTECH index in June 2024 but we expected big flows because of significant capping impact, mostly predictable. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/hstech-june-2024-rebal-no-changes-but-big-capping-flows-as-expected-8-us-1-6bn-one-way?utm_source=tiger_community By Travis Lundy, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/travis-lundy?utm_source=tiger_community On Li Auto (02015):- https://www.smartkarma.com/entities/li-auto-inc-3dbe6187-544f-40dd-b9f9-72fba9c0110e?utm_source=tiger_community
HSCEI June 2024 Rebal - Zijin Mining (2899) ADDed, Xinyi Solar (968) DELETEd
⬆ $Zijin Mining Group Co Ltd H(02899)$ - The HSCEI Index sees one add and one delete. The ADD of Zijin was expected. Quiddity expected Xinyi Solar to be deleted, and Sensetime too, but it was "saved" by a FAF increase. 3% one-way flow. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/hscei-june-2024-rebal-zijin-mining-2899-added-xinyi-solar-968-deleted?utm_source=tiger_community By Travis Lundy, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/travis-lundy?utm_source=tiger_community On Zijin Mining Group Co Ltd H (02899):- https://www.smartkarma.com/entities/zijin-mining-group-co-ltd-h?utm_source=tiger_community
HSI June 2024 Rebal - BYD Electronics (285) ADDed, Cogard Svcs (6098) DELETEd, and Capping Flows
⬆ $BYD Electronics(00285)$ - Hang Seng rebals are usually difficult to predict because the whims and fancies of the index committee are tough to know. We got the DELETE right. Only one name change, some capping, some FAF flows. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/hsi-june-2024-rebal-byd-electronics-285-added-cogard-svcs-6098-deleted-and-capping-flows?utm_source=tiger_community By Travis Lundy, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/travis-lundy?utm_source=tiger_community On BYD Electronics (00285):- https://www.smartkarma.com/entities/byd-electronic-international-co-ltd?utm_source=tiger_community
(Mostly) Asia-Pac M&A: ESR Group, I'Rom Group, S Line, Huafa Property Services, Kansai Super Market
⬆ $ESR Group (01821)$ - This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and how those spreads have changed over the last week. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/mostly-asia-pac-m-a-esr-group-i-rom-group-s-line-huafa-property-services-kansai-super-market?utm_source=tiger_community By David Blennerhassett, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/david-blennerhassett?utm_source=tiger_community On ESR Group (01821):- https://www.smartkarma.com/entities/esr-group-ltd?utm_source=tiger_community
⬆ $Phinia ( PHIN)$ - Despite strong geographic diversity and solid financial performance, PHIN is undervalued compared to peers, indicating potential for stock price increase Continue reading on Smartkarma:- https://www.smartkarma.com/insights/phinia-inc-phin-friday-feb-16-2024?utm_source=tiger_community By Value Investors Club, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/value-investors-club?utm_source=tiger_community On Phinia ( PHIN):- https://www.smartkarma.com/entities/phinia-inc?utm_source=tiger_community
⬆ $Cummins Inc(CMI)$ - Cummins is offering an oddlot exchange with a high pre-tax gain of approximately $2,150 per account compared to other split-off exchanges Continue reading on Smartkarma:- https://www.smartkarma.com/insights/cummins-inc-cmi-friday-feb-16-2024?utm_source=tiger_community By Value Investors Club, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/value-investors-club?utm_source=tiger_community On Cummins Inc (CMI):- https://www.smartkarma.com/entities/cummins-inc?utm_source=tiger_community