HK Strategy: Losers Turn Winners?
As we approach year-end, the laggards this year may potentially revive given their underperformance. Trip.com appears to be best positioned, while...
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Aequitas: ECM Asia Takeaways from Hong Kong Investor Meetings- Innolight, Shein, A/H Listings, Gcash
We spent the past week meeting ECM focused clients in Hong Kong. This note contains some of the key takeaways from the upcoming listings.
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HK Strategy: The Forthcoming Black October?
With the HSI losing 2.5% so far today (the first trading day of Oct), it will be interesting to boomerang this Insight. Based on historical...
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Primer: Alibaba Health (241 HK) - Aug 2026
Alibaba Health is a dominant player in China's rapidly expanding digital healthcare market, leveraging the vast ecosystem and brand recognition...
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HONG KONG ALPHA PORTFOLIO: (January 2026)
At the end of January, we began to move out of materials and tech and into early cycle sectors. We continue with mid-month exposure adjustments: we...
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