Primer: China Railway Group (601390 CH) - Sep 2025
China Railway Group (CREC) is a dominant state-owned enterprise in China's infrastructure sector, heavily reliant on government spending and...
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A/H Premium Tracker (To 23 May 2025):Â AH Premia Contract, H Premia Names Perform Best; Batteries!
AH Premia contract again. Interestingly, the best performing tranche of discount was stocks where Hs trade at a premium to As. BYD squeezed. CATL a...
739 Views
HONG KONG ALPHA PORTFOLIO - Introduction
We have launched a Hong Kong portfolio with the aim to outperform HK indexes and generate alpha. Stocks are chosen from those highlighted in our...
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Where Now for the Hong Kong Market?
​Hang Seng Index has hit minimum correction targets, potential catalysts for bull market resumption and sector allocation suggestions discussed.
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China Railway Stocks Back on Track
China has announced two significant launches in its High Speed Rail network. The HK-Beijing and HK-Shanghai sleeper trains will cut travel time in...
615 Views