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...
958 Views
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...
907 Views
Tencent (700 HK) To Divest Meituan (3690 HK) - Impact and Index Implications
Tencent is said to be looking at a $20bn block sale of its stake in Meituan (3690 HK) by year end. That's a big block. Maybe a repeat of JD.com?...
631 Views
HONG KONG ALPHA PORTFOLIO (May 2025)
The Hong Kong Alpha portfolio underperformed its benchmark in May by 3%, however it has outperformed Hong Kong indexes by 3 to 19% since its launch...
302 Views
Alibaba (BABA): 4Q25, Main Business Growth Recovered to 12% YoY, Buy
Management claimed total revenue should grow by 10% YoY in 4Q25 if excluding two sold subsidiaries. The growth rate of customer management revenue...
753 Views