Citic Limited - A Deeply Discounted Conglomerate in the Hang Seng Index
Citic $267 has now broken through the 9/24 highs. It has been a laggard, but its financial subsidiary companies have been doing well (Citic Bank...
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Primer: Citic Ltd (267 HK) - Sep 2025
CITIC Ltd. is a major Chinese conglomerate with a diverse portfolio spanning financial services, advanced intelligent manufacturing, advanced...
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BUY: First Pacific Company (142 HK): Right Stock Trapped in the Wrong Market
Since our insight on 1st Pac last Sept., the stock has gained 33%. Company had solid 2024 results. MPIC, the undervalued Phil./Indonesia...
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HONG KONG ALPHA PORTFOLIO (December 2024)
Hong Kong Alpha porfolio returned 5.29% in December and has outperformed Hong Kong indexes by 10% to 14% since its inception on 10/01/24.The...
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HONG KONG ALPHA PORTFOLIO - Introduction
We have launched a Hong Kong portfolio with the aim to outperform HK indexes and generate alpha. Stocks are chosen from those highlighted in our...
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