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...
220 Views
ENN Energy (2688 HK): Chipping Away at the Precondition
NDRC approval suggests that the precondition will be satisfied. The appraised value (HK$80.00) is a key sticking point. I estimate a realistic...
674 Views
Hong Kong Connect Flows (Aug 2nd): Tencent, China Petroleum & Chemical Corporation, Power Assets
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Tencent, China Petroleum & Chemical Corporation, BOC,...
1.1k Views
Further Opportunities in the Hong Kong Market
As global and emerging market funds return to Hong Kong, some underperforming index names will attract flows. Seeing good technical action, volume...
1.5k Views
Smartkarma Originals
China Infrastructure Deep Dive: Gas Utilities H & A Shares
China's Gas Utilities sector will continue to present a high growth story for investors, despite their significant outperformance over the last few...
910 Views