2024 High Conviction - Giant Biogene - Growth Rate Keeps Moving Higher
Giant Biogene was listed in Hong Kong IPO in 2022. It has done well since and is now trading 45% above its IPO price, but its still cheap.
939 Views
Primer: China Resources Beer (291 HK) - Aug 2026
Market Leader Navigating Premiumization: As China's largest brewer by volume, CRB is strategically focused on the premium and super-premium...
101 Views
Will Recent US Announcements Derail the HK/China Bull Market?
​Reevaluating the bullish stance on HK-listed China stocks amid potential shifts in US/China relations and uncertainty about Trump's willingness to...
482 Views
The Hang Seng Index Is at a Critical Juncture
​Third Plenum must deliver meaningful policy reforms to boost the Chinese consumer and market performance in the short-term.
1k Views
Budweiser APAC (1876 HK): Weak 2Q2024. Premium Beer, Cheap Valuations
Worst could be past - expect a likely recovery in China premium beer market in 2H2024 and ongoing commodity tail winds to uplift company's...
471 Views