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28.11.25 - 11:30
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HKD1.1B Southbound Trading Net Inflow to BABA-W (AAStocks)
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There was HKD1.1 billion, HKD549.5 million and HKD470.4 million Southbound Trading net inflow to BABA-W (09988.HK), POP MART (09992.HK) and XIAOMI-W (01810.HK).There was HKD300.1 million, HKD123.6 million and HKD81.8 million Southbound Trading net outflow from SMIC (00981.HK), HUA HONG SEMI (01347.HK) and GAC GROUP (02238.HK).Fo......
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27.11.25 - 11:30
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HKD919.4M Southbound Trading Net Inflow to BABA-W (AAStocks)
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There was HKD919.4 million, HKD434.8 million and HKD325.5 million Southbound Trading net inflow to BABA-W (09988.HK), POP MART (09992.HK) and MEITUAN-W (03690.HK).There was HKD689.2 million, HKD258.6 million and HKD232.4 million Southbound Trading net outflow from XIAOMI-W (01810.HK), TENCENT (00700.HK) and SMIC (00981.HK).For S......
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27.11.25 - 09:15
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Full-day Takeaway: HSI Closes at 25,945, Up 17 pts; HSTI Closes at 5,598, Down 20 pts; POP MART Up over 6%; HANSOH PHARMA, MTR CORPORATION, LEE & MAN PAPER, GLOBAL NEW MAT, ND PAPER Hit New Highs; Market Turnover Rises (AAStocks)
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At close, HSI rose 17 pts or 0.1% to 25,945. HSTI dropped 20 pts or 0.4% to 5,598. HSCEI gained 2 pts or 0.0% to 9,164. Market turnover reached $204.73 billion.Active Heavyweights:BABA (09988.HK) closed at $150.6, down 2.7%XIAOMI (01810.HK) closed at $41.1, up 2.5%TENCENT (00700.HK) closed at $611.5, down 1.3%HKEX (00388.HK) clo......
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27.11.25 - 06:00
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Research: JPM Lists Top Picks for CN Stocks in 1Q26 (Table) (AAStocks)
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JPMorgan released its Hong Kong stock market outlook report for 2026, listing the top picks for Chinese stocks in 1Q26:SharesBIDU-SW (09888.HK) NTES-S (09999.HK) MIDEA GP (000333.SZ)MIXUE GROUP (02097.HK)Pinduoduo (PDD.US) POP MART (09992.HK) TRIP.COM-S (09961.HK) TINGYI (00322.HK) Futu Holdings (FUTU.US) INNOVENT BIO (01801.HK)......
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27.11.25 - 05:15
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Midday Takeaway: HSI Closes Midday at 26,014, Up 86 pts; HSTI Closes Midday at 5,626, Up 7 pts; POP MART Up over 8%; MTR CORPORATION, LEE & MAN PAPER, ND PAPER, GLOBAL NEW MAT, CRYSTAL INTL Hit New Highs (AAStocks)
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At midday close, HSI rose 86 pts or 0.3% to 26,014. HSTI rose 7 pts or 0.1% to 5,626. HSCEI gained 37 pts or 0.4% to 9,199.Active Heavyweights:XIAOMI (01810.HK) closed at $41.3, up 3%BABA (09988.HK) closed at $151.2, down 2.3%TENCENT (00700.HK) closed at $614.5, down 0.8%HKEX (00388.HK) closed at $415.2, up 0.5%CCB (00939.HK) cl......
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27.11.25 - 03:36
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Hong Kong stocks close in on 2-week high as hopes of US rate cuts fuel rebound (SCMP)
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Hong Kong stocks approached a two-week high on Thursday as hopes of an interest-rate cut in the US continued to power a rebound from sell-offs triggered by concerns about frenzied sentiment on artificial intelligence.
The Hang Seng Index rose 0.4 per cent to 26,023.23 as of 10.21am local time. The Hang Seng Tech Index gained 0.7 per cent.
On the mainland, the CSI 300 Index climbed 0.7 per cent and the Shanghai Composite Index added 0.6 per cent.
Plush toymaker Pop Mart International Group......
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21.11.25 - 21:39
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The Labubu Omen (ZeroHedge)
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The Labubu Omen
Authored by Adam Sharp via DailyReckoning.com,
Remember Beanie Babies? In the late 1990s, they were all the rage.
Tiny stuffed animals which cost less than $1 to manufacture were selling for thousands of dollars at peak.
The Princess Diana memorial bear once fetched $500+, and today it sells for around $5. Peanut the Royal Blue Elephant hit $5,000 in 1999, and today a certified mint condition specimen might fetch $50.
The BB craze started in 1997, just as the dotcom bull market was starting to go vertical. At one point, fully 10% of all eBay listings were Beanie Babies.
The timing was no coincidence. Speculation is contagious. Once a society catches the bug, it causes all sorts of strange effects.
The Beanie Baby Bubble (BBB) fell apart in mid-1999. Shortly before the dotcom bubble peaked in March of 2000.
Labubus Gone Wild
Over the past year, a new plush toy craze has gone viral. Labubus. They're small, demonic-looking creatures sold by a Chinese company called Pop Mart:
Sour...
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21.11.25 - 07:54
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Pop Mart′s Labubu balloons to debut at Macy′s Thanksgiving Parade in New York (SCMP)
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Two giant, furry Labubu balloons will debut next week at the annual Macy's Thanksgiving Day Parade in New York.
A brown Labubu and a pink Mokoko, both part of the Labubu family, will be the lead features on Chinese toymaker Pop Mart International's “Friendsgiving in Pop City” float on Thursday at the 99th parade. They will appear alongside characters such as Skullpanda, Dimoo and Molly.
“Our goal at Pop Mart is to light up passion and bring joy, and Macy's Parade has been doing that for nearly a......
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