HSCI / HK Connect Sep 2026 Rebalance Forecast
We forecast 44 ADD candidates and 26 DELETE candidates for the HSCI September review, with the announcement expected on 21 Aug 2026.
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Our Takeaways From Recent Results: Plover Bay, BTRTCM, Bamboos Healthcare
Three HK-listed companies from our Investable Universe reported results recently. Let's take a deep dive into each of them.
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HK Connect Flows Weekly (Jun 5th): Smic, China Mobile, Akeso, Pop Mart Intl, CNOOC, Xiaomi, Lenovo
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Smic, China Mobile, Akeso, Pop Mart Intl, CNOOC, Xiaomi,...
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Energy Medicine. Personal Experience. Impact. Growth in Asia. Ideas
This is an invest-able idea at the private level with long term benefits. Both for the body, and for other ideas as well.Ever since I turned over...
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Aequitas: Huayan Robotics Trading-Largest Customer Has Humanoid & Funding, Strongest Retail of Late
Guangdong Huayan Robotics (GHR), a collaborative robotics company, raised around US$231m in its Hong Kong IPO. In this note, we talk about the...
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