Primer: Xinyi Energy (3868 HK) - Aug 2026
Xinyi Energy operates as a pure-play solar farm operator in China, generating revenue through long-term power purchase agreements with...
90 Views
CHINA HOUSEHOLD CONSUMPTION: Unlocking Growth Potential in Five-Year Plan
China has announced that it will significantly boost the share of domestic consumption in its next five years, while maintaining tech and...
448 Views
China Power Sector: Where Can We Still Find Value?
China's power sector is thriving with industry reforms and AI adoption, making China Power and Huaneng Power attractive. China Longyuan is a clean...
705 Views
HK Connect Flows Weekly (Aug 28th): Alibaba, Smic, Hua Hong Semi, Akeso, Yofc, Cspc Pharma, Minimax
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, Smic, Hua Hong Semi, Akeso, Yofc, Cspc Pharma,...
95 Views
Sticking With Cyclical Value and Defensives; Adding Large-Cap Japan Technology
Sticking With Cyclical Value & Defensives; Adding Large-Cap Japan Technology. 2-3 week bounce has likely run its course with $TOPIX $Nikkei 225,...
513 Views