Heineken's USD3.2 Bn Acqsn. Frothy Valuations. Why Are Asia’s Beer Champions Still Flat?
CR Beer’s strong 1H2025, driven by new products and digital growth, merits market attention. Heineken’s premium Central America deal may shift the...
458 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.
460 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...
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Low Bar, High Bounce: China’s Consumer Comeback
One of the members of our consumer basket, China Duty Free $1880, is up 16% today and 28% since we published, highlighting the asymmetric nature of...
389 Views
BUY/SELL/HOLD: Hong Kong Market Update (JULY 21)
HSI poised to break 25k for first time since 2022. Next resistance 27100. Hong Kong market outperforming global markets by wide margin since our...
338 Views