Legend Holdings (3396 HK): Synthetic Expert Call Transcript (23 Jul 2026)
Permanent Balance Sheet Prioritization: The recent RMB 2.72 billion exit from Eastern Air Logistics (EAL) in April 2026 and the ongoing trimming...
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StubWorld: Legend's Bifurcation To Lenovo Is Unsustainable
Even factoring in a holdco discount, this bifurcation is out of whack. Long Legend, Short Lenovo (& hedge out the rump with a Euro bank + large...
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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...
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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...
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HONG KONG ALPHA PORTFOLIO: (August 2026)
HK Alpha portfolio gained 3.45% in August, outperforming its benchmark by 2.67%. Since inception, the portfolio has outperformed HK indexes by 60%...
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