CSI 100 Index Earning Revision (Sep): CHINA VANKE, COSCO SHIPPING, Longi Green, POWERCHINA
We analyzed CSI 100's consensus for Sep 2026 and highlighted changes of EPS in CHINA VANKE, COSCO SHIPPING, CHINA STATE CONSTRUCTION ENGINEERING,...
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HONG KONG ALPHA PORTFOLIO: (November 2025)
We made small changes to the HK Alpha portfolio mid-month. At the close on 12/12 we sold all of First Pacific (142 HK) and added 2% to our...
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The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (November 27)
Hong Kong market continues to consolidate during the early stage of its Secular Bull Market. Strength and momentum indicators show further...
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The Rise, Fall, and Rise Again of Lithium - A Critical Material Back in the Spotlight
The most active lithium carbonate contract surged 9% to 95,200 yuan ($13,400) per ton today following a positive forecast from Ganfeng Lithium...
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HONG KONG ALPHA PORTFOLIO: (October 2025)
We made mid-month adjustments to the portfolio due to sudden re-escalation of tensions with the US & concurrent sectoral de-rating. Several...
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