HONG KONG ALPHA PORTFOLIO (July 2025)
The Hong Kong Alpha portfolio outperformed its benchmark and all Hong Kong indexes in July. The portfolio achieved these results while increasing...
545 Views
BUY/SELL/HOLD: Hong Kong Market Update (JULY 21)
HSI poised to break 25k for first time since 2022. Next resistance 27100. Hong Kong market outperforming global markets by wide margin since our...
338 Views
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
Canvest (1381 HK): Buy Here, And On Weakness
The Scheme comfortable got up - despite a last minute hiccup to adjourn the meeting. Seems one shareholder sought to postpone the meeting, which...
635 Views
Canvest (1381 HK): Scheme Vote on 12 May
This is a done deal as the vote is low-risk. At the last close and for a 10 June payment, the gross/annualised spread is 2.3%/18.3%.
811 Views