The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (September 11)
HSTECH index is showing increasing strength as Hong Kong continues it Secular Bull Market. Continued strong market breadth indicates both...
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Pre-IPO 160 Health (PHIP Updates) - Some Points Worth the Attention
The "high input, low output" model has led 160 Health into profit predicament when revenue fails to grow in tandem.Valuation would be lower than...
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HONG KONG ALPHA PORTFOLIO (August 2025)
Hong Kong Alpha portfolio gained 11.34% in October outperforming its benchmark and HK indexes. The portfolio's Sharpe ratio increased to 2.91 and...
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Akeso Inc Placement - Another Opportunistic Raise, Mixed past Deal but Is Relatively Small
Akeso Biopharma Inc (9926 HK) is looking to raise around US$460m from a mix of primary placement and selldown by its founders. In this note, we...
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Hansoh Pharma Placement - Somewhat Expected but Still Opportunistic
Hansoh Pharmaceutical Group (3692 HK) aims to raise around US$500m via a primary placement. In this note, we talk about the deal dynamics.
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