HONG KONG ALPHA PORTFOLIO: (December 2025)
We have made several mid-month adjustments to the portfolio. We sold Sinofert (297), ENN Energy (2688) and Power Assets (6). We added positions in...
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BUY/SELL/HOLD: Hong Kong Market Update (December 17)
Hong Kong's market continues its consolidation in a Secular Bull Market. Technology and healthcare sectors have weakened, while utilities,...
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HONG KONG ALPHA PORTFOLIO: (November 2025)
We made small changes to the HK Alpha portfolio mid-month. At the close on 12/12 we sold all of First Pacific (142 HK) and added 2% to our...
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HONG KONG ALPHA PORTFOLIO: (October 2025)
We made mid-month adjustments to the portfolio due to sudden re-escalation of tensions with the US & concurrent sectoral de-rating. Several...
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Technically Speaking Breakouts & Breakdowns - HONG KONG (November 10)
The Hong Kong market is consolidating with rotational buying into value and high dividend factor investments. Mainland buying has slowed and...
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