Primer: Lenovo (992 HK) - Oct 2026
Global Scale and PC Market Dominance: Lenovo Group Limited (992 HK) holds the leading global PC market share of approximately 23-24%, creating...
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Perfect Medical: How a Low-Growth Company Beat the Market by Paying Out Everything
Near-total payouts turned each HKD 0.88 IPO share into HKD 4.17 of cash and stock; the same money in the Hong Kong market became HKD 1.46
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Quam Morning Note (15 Oct)
Affected by external market sentiment, the HSI opened down 62 pts in the morning and at one point dropped by more than 200 pts in early...
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HONG KONG ALPHA PORTFOLIO: (September 2026)
We made mid-month changes in the portfolio yesterday. We sold 148, 6185, 3696, 3759, 669 and 2268. We added 322, 2319, 1579, 6186, 9633, 2688,...
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Oriental Watch (398 HK): Previewing Earnings For H1FY27
We preview H1FY27 earnings for Oriental Watch 398 HK, to be declared in November. The stock trades at ~15% dividend yield (assuming a 100% payout)...
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