HONG KONG ALPHA PORTFOLIO: (November 2025)
The Hong Kong Alpha portfolio returned -2.89% in November versus +1.72% for its benchmark index. The HK Alpha portfolio has outperformed Hong Kong...
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HK Short Interest Weekly: CATL, Central New Energy, Xiaomi
We analyzed the latest HK SFC report for aggregate short position as of Nov 21st and highlight short interest changes in CATL, Csop Hsi (2X Inv),...
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Hong Kong Buybacks Weekly (Nov 28th): Tencent, Xiaomi, Cosco Shipping
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Tencent (700 HK),...
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The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (November 27)
Hong Kong market continues to consolidate during the early stage of its Secular Bull Market. Strength and momentum indicators show further...
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Asian Equities: Secular DPS Growth Matters, Not Just Dividend Yield. Presenting Our "Asia 50".
​Focusing on secular DPS growth over the past decade, we screen 50 Asian stocks, from JP (24), HK (10), CN (6), India (6), SG (2) & TW (2). They...
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