COSCO Shipping Energy (1138 HK): Better Safety Margin Now
COSCO Shipping Energy issued a positive profit alert indicating net profit for FY24 at Rmb3.96bn, a 17.2% YoY increase. More importantly, the 4Q24...
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HSCEI Dec 2026 Index Rebalance Forecast
We expect Shenzhou to be deleted below rank 60 and Hua Hong Grace to fill its seat, while a mid-conviction WuXi Bio ADD would also see ZTO deleted.
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Primer: Sinopec (386 HK) - May 2026
Integrated Model Provides Resilience: Sinopec's integrated business model, spanning from upstream exploration to downstream refining,...
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The Stocks to Own in China – Vol. 41
We highlight 10 stocks in China that look interesting to us based on our FVMR methodology. Portfolio changes: One stock remains; nine stocks were...
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Hong Kong Market Catches a Bid: What's Going On? (July 20)
The Hong Kong market has advanced this month, while Japan, Korea, and Taiwan have declined in a mean-reversion move sparked by apparent short...
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