HONG KONG ALPHA PORTFOLIO (July 2025)
The Hong Kong Alpha portfolio outperformed its benchmark and all Hong Kong indexes in July. The portfolio achieved these results while increasing...
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OmniVision Integrated Circuits Group (Will Semicon) A/H Listing - Earnings Have Been Recovering
Omnivision (Will Semiconductor 603501 CH) (OVIC, 603501 CH), a semiconductor company, aims to raise around US$1bn in its H-share listing. In this...
362 Views
Eve Energy A/H Listing - One of the Leaders but Growth Has Been Slowing
EVE Energy (300014 CH) (EVE), a lithium battery provider, aims to raise around US$1bn in its H-share listing. In this note, we look at the...
380 Views
Tencent (700 HK) Earnings on 13 Aug: Patterns, Pricing, and Possibilities
Tencent (700 HK) reports tomorrow, Wednesday, 13 August 2025, 8:00pm HK. The stock traded sideways over the past four days. Historic move on...
547 Views
SICC A/H Listing - Needs a Very Deep Discount
SICC (688234 CH) , a manufacturer of high-quality SiC substrates, aims to raise up to US$xxm in its H-share listing. In this note, we talk about...
655 Views