2026 High Conviction Idea - FUTU US - 3Q25 Beat and Bottom-Of-Range Valuation Creates Strong Upside
2026 High Conviction: FUTU US risk-reward is asymmetric: Structurally low valuation, consensus upgrades post 3Q25 and a near-term catalyst (crypto...
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Primer: UP Fintech (TIGR US) - Oct 2025
UP Fintech (TIGR US) is a high-growth online brokerage firm strategically focused on serving global Chinese investors. The company has...
267 Views
Bright Smart (1428 HK): An Attempt to Derive a Value
Bright Smart benefits from Ant Financial's technology and customer base, with potentially faster-than-forecast growth. At a 50% 5-year growth and...
639 Views
Bright Smart (1428 HK): To Sell or Not to Sell?
Ant Financial's attractive offer price of HK$3.28 for Bright Smart is appealing relative to peers, and is at a good premium to historical P/B and...
2.4k Views
Bright Smart Securities (1428 HK): Ant’s Possible Unconditional MGO at HK$3.28
The Chairman is selling out to Ant at a knockout price (HK$3.28). Completion will trigger an unconditional MGO. Timing is the key risk, which is...
725 Views