Primer: CGN Mining (1164 HK) - Oct 2025
CGN Mining is uniquely positioned as the sole overseas uranium resources development and trading platform for its parent, China General Nuclear...
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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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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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HONG KONG ALPHA PORTFOLIO: (March 2026)
Guoquan Food announced that management sold a 4.74% stake at a discounted price of $3.8 to boost the liquidity of the shares. We viewed the move...
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OIL: When a Short-Term Spike Becomes Long-Term Reality
So far, global markets remain optimistic that the damage from the war in Iran will be repaired relatively soon; however, that will change as the...
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