Primer: Budweiser Brewing APAC (1876 HK) - Sep 2025
Leadership in Premiumization: Budweiser APAC is strategically positioned to capitalize on the long-term premiumization trend in the Asian beer...
150 Views
Laopu Gold Placement - Relatively Small Deal, past One Did Well
What seems to be the controlling shareholder of Laopu Gold (6181 HK), aims to raise around US$250m via selling 1.6% of the company.
583 Views
Hang Seng Index (HSI) Rebalance Preview: Inclusion Candidates for Sep25
We highlight 6 potential adds to the HSI in Sep. CATL has an outside chance of inclusion. Estimated turnover is less than 3% and the trade is...
1.7k Views
Anjoy Foods Group A/H Trading - Cheap Price but Sluggish Demand
Anjoy Foods Group (2648 HK), a quick-frozen food company in China, raised around US$350m in its H-share listing. In this note, we talk about the...
615 Views
HSI Index Earning Revision (Jun): Ntes, HSBC, Zto Express, Midea, CCB, Shenzhou Intl, Zijin Mining
We analyzed HSI's consensus for Jun 2025 and highlighted changes of EPS in Ntes, HSBC, Zto Express, Midea, CCB, Shenzhou Intl, Zijin Mining, Clp.
633 Views