Primer: A-Living Smart City Services C (3319 HK) - Apr 2026
A-Living is trading at a significant valuation discount to its peers on asset and sales-based metrics, offering a high dividend yield. This...
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More Hong Kong Stocks Priced For Liquidation
This note looks at Net Nets, (current assets less current liabilities), then subtract debt not included in current liabilities. Benjamin Graham...
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China Property Service Sector – 2023 a year for market leaders and survivors
We are positive towards PM sector in 2023 as it is the key beneficiary of both housing completion push (GFA gain) and reopening (Community VAS), so...
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HSCI / HK Connect Inclusion (Mar 2026): Lessons from a Sep 2025 Retrospective Event Study
A retrospective study of the Sep 2025 HK Connect event reveals where the alpha sat, when mean reversion kicks in, and how Connect inflows and...
342 Views
The NPC Report:Stimulus Restraint, Policy Benefiting the Property Services Industry
The policy expression of real estate industry in this year's NPC (the National People’s Congress )work report is generally neutral, showing the...
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