Asian Equities: Our Asian Robust Dividend Yield Basket – Revisiting After Sharp Outperformance
Since inception (Feb 23) our Robust Dividend Yielders basket generated 20.3% total return vs MSCI AxJ's 11.34%. Our new Dividend Yield basket...
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Muyuan Foods A/H Listing - Long Term Growth with Short-Term Volatility
Muyuan Foodstuff Co Ltd A (002714 CH), a leader in the hog farming industry, aims to raise around US$2bn in its H-share listing. In this note, we...
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Hong Kong Alpha Portfolio (June 2025)
The Hong Kong Alpha portfolio has significantly outperformed the Hong Kong indexes in June and since inception. Outperformance range is 17% to 23%...
326 Views
Anjoy Foods Group A/H Trading - Cheap Price but Sluggish Demand
Anjoy Foods Group (2648 HK), a quick-frozen food company in China, raised around US$350m in its H-share listing. In this note, we talk about the...
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IFBH (6603 HK) - Debut Is the Peak, and Then It Wanes?
Investors are betting on IFBH's "light-asset + high-efficiency" model,but the outlook amid competition/supply chain issues remains uncertain.IFBH...
564 Views