HONG KONG ALPHA PORTFOLIO: (May 2026)
The Hong Kong Alpha portfolio gained 9.7% in May, outperforming its benchmark by 10.57%. The portfolio has outperformed Hong Kong indexes by 57%...
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EMERGING THEMES: China's Next 5 Year Plan
China will roll out its 2026 - 2030 five-year plan this month, outlining the economic and social roadmap until the end of the decade.Historically...
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HONG KONG ALPHA PORTFOLIO: (April 2026)
The Hong Kong Alpha portfolio posted a -0.5% return for April. Since its inception, the HK Alpha portfolio has outperformed the HK indexes by...
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Pre-IPO Aux Electric Co (PHIP Updates) - Concerns About Business Model and Valuation Outlook
AUX's IPO debut revealed market concerns about its fundamentals, such as above 80% asset liability ratio, weak R&D capabilities/shortcomings in...
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Aux Electric IPO Trading: Decent Insti Demand; Is Cheap
Aux Electric raised around US$532m in its Hong Kong IPO. In this note, we will talk about the demand and trading dynamics.
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