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 Hong Kong Exchange & HK Stocks, Per title post-Extradition Bill W/drawal

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SUSTOS
post Jan 20 2021, 05:47 PM

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QUOTE(foofoosasa @ Jan 20 2021, 05:09 PM)
Jack ma appear plus china flow inflow to hong kong.
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Ya, north water is strong too.

QUOTE
北水南下合計淨流入202.88億元,較上日減少23.71%,連續第21日流入,累計流入2402.12億元


https://www.mpfinance.com/fin/instantf2.php...&issue=20210120

Today's inflow is around 20.3 billion HKD, already the 21st consecutive day of inflow. Cumulative inflow stood at 240.2 billion HKD.

EDIT: It's called "southbound capital" too. https://www.scmp.com/business/markets/artic...iled-ipo-plough

This post has been edited by TOS: Jan 20 2021, 06:10 PM
SUSTOS
post Jan 22 2021, 06:37 PM

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https://www.mpfinance.com/fin/instantf2.php...&issue=20210122

"Don't offend the Party", is the lesson Jack Ma's case has taught us.
SUSTOS
post Jan 25 2021, 12:53 PM

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QUOTE(Cubalagi @ Jan 25 2021, 12:48 PM)
Nice

My Bursa 0829EA is up 30% (incl dividends) from early Oct last year.
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Good to hear. Is the liquidity for the ETF ok? I read somewhere years back that ETFs in HK and Malaysia markets are not liquid. Not sure how are things now.
SUSTOS
post Jan 25 2021, 05:49 PM

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QUOTE(foofoosasa @ Jan 25 2021, 11:11 AM)
Another bull today? hoho

look at the techs. crazy china buyer
*
Tencent up 10%. One of its options is up 118,300% at its highest lol

https://www.bloomberg.com/news/articles/202...-shares-options
SUSTOS
post Jan 27 2021, 05:38 PM

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QUOTE(a16791 @ Jan 27 2021, 04:45 PM)
I think BABA is directly listed on NYSE . Tencent is ADR .
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Nope, Baba is ADR. tongue.gif

https://www.marketwatch.com/investing/stock/baba

Tencent is also ADR.
SUSTOS
post Feb 17 2021, 10:38 AM

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https://www.mpfinance.com/fin/instantf2.php...&issue=20210217

Interesting article on the scene behind Ant's doomed IPO.
SUSTOS
post Feb 23 2021, 09:27 PM

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https://www.mpfinance.com/fin/instantf2.php...&issue=20210223
SUSTOS
post Feb 25 2021, 09:13 AM

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QUOTE(Hansel @ Feb 24 2021, 12:57 PM)
There have been many opinions why the Ant IPO was stopped.

I have mine too - I think Ant intends to do lending outside of the banking system. Ant wants to borrow from the banking system and THEN subsequently, lends out to borrowers outside.

Hence, the PBOC stopped the IPO. If you look closely,... the Chinese regulators are asking Ant to go back to being a payment gateway only today. They're not allowed to do lending.

Jmho.....
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Aware of that too. The thing ism payment gateway isn't profitable, despite handling trillions of yuan. The only reason Ant keeps this service is because with the payment data harvested from customers, they can promote them more profitable businesses like those in wealth management.

Same business model with Grab, start with low margin ride-hailing, then move on with wealth products. biggrin.gif

https://www.bloomberg.com/opinion/articles/...-covid-recovery

This post has been edited by TOS: Feb 25 2021, 10:21 AM
SUSTOS
post Feb 27 2021, 10:37 AM

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Ara, the real asset manager, plans for an IPO come back in HKEX + SGX.

https://www.mpfinance.com/fin/daily2.php?no...&issue=20210227


SUSTOS
post Mar 2 2021, 11:08 PM

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https://www.mpfinance.com/fin/instantf2.php...&issue=20210302
SUSTOS
post Mar 24 2021, 05:23 PM

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Tencent's 4Q 20 result:

https://static.www.tencent.com/uploads/2021...5cf560b4256.pdf
SUSTOS
post Mar 29 2021, 02:34 PM

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https://www.bloomberg.com/opinion/articles/...pire-to-another
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post Apr 25 2021, 08:19 AM

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Interesting article about Tencent shares' block sale.

https://www.scmp.com/business/banking-finan...s-largest-block
SUSTOS
post May 31 2021, 04:36 PM

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https://www.scmp.com/comment/opinion/articl...till-stuck-loop
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post Jun 15 2021, 08:11 AM

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https://www.bloomberg.com/opinion/articles/...nance-standards
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post Jul 5 2021, 11:20 AM

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Link REIT eyeing for investment opportunities in SG and Japan office buildings

https://mpfinance.com/fin/daily2.php?node=1...&issue=20210705
SUSTOS
post Aug 12 2021, 11:26 AM

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Food for thought: https://www.bloomberg.com/opinion/articles/...nd=premium-asia
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post Aug 24 2021, 05:58 PM

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https://www.scmp.com/business/companies/art...luation-trading
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post Sep 16 2021, 08:19 PM

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Comments from Mingpao columnist on Macau gaming stocks:

https://www.mpfinance.com/fin/instantf2.php...&issue=20210916

(In traditional Chinese)
SUSTOS
post Sep 20 2021, 04:33 PM

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QUOTE(Cubalagi @ Sep 20 2021, 04:16 PM)
Adding more China new economy names today...

Btw anyone knows why HK insurers also dropped like rock today?
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People afraid of their exposure to real estate bonds (and also stocks), especially sub-par ones. Some like Ping An has issued statements clearing the air.

This post has been edited by TOS: Sep 20 2021, 05:15 PM

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