Primer: Anjoy Foods Group (2648 HK) - Apr 2026
Dominant Market Leader in a Growing Sector: Anjoy Foods is the largest frozen food company in China, with a 6.6% market share in 2024, double...
132 Views
Anjoy Foods Group (2648 HK): The Start or the End of a Rally?
Anjoy's strong revenue and margin recovery for 3Q25 drive the post-results rally. The improved earnings projection will support a narrower...
290 Views
HK Strategy: H-Share IPOs - Both Growth and Size Count Now
H-share IPOs of A-shares since 2025 show significant HA discount contraction, with GigaDevice Semiconductor, Montage Technology, and Victory Giant...
133 Views
Shenzhen Transsion (2636 HK) IPO: Still Some Upside
Shenzhen Transsion's IPO is priced for an 12.7% upside. 1H26 earnings have recovered, and the 3-year EPS CAGR will reach 30.2%. Conservative...
147 Views
HK Strategy: What to Avoid in the H-Share IPO of A-Shares?
Four H-share IPOs of A-shares since 2025 are trading below the listing price due to slow growth or a light discount. Meanwhile, Shanghai Longcheer...
298 Views