Primer: Aluminum Corporation Of China (2600 HK) - Sep 2025
Industry Leader with Strong State Backing: As one of the world's largest aluminum producers, Chalco benefits from significant vertical...
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Primer: Aluminum of China (601600 CH) - Sep 2025
Dominant Market Position: As the world's largest producer of alumina and primary aluminum, Chalco benefits from significant economies of scale...
41 Views
Hong Kong Single Stock Options Weekly (Dec 01 – 05): Narrow Range, Low Vols and Weaker Put Flow
A quiet week for Hong Kong single stocks, with HSI trading in a narrow range, implied vols holding near year lows and options activity sliding, led...
309 Views
2026 High Conviction Idea: Our Basket of Commodity Equities Will Outperform Broad Equity Indices
Why a basket of commodity producers provide a good risk reward for any portfolio looking to get a real return. Underowned and unloved!
424 Views
Citic Resource Holdings (1205.HK) - A Play on Oil and Coal Demand
A HK commodity stock with earnings expected to improve over the next few years - also tied to India's industrial growth.
691 Views