Primer: China Tourism Group Duty Free (1880 HK) - Sep 2025
Dominant Market Leader Facing Headwinds: China Tourism Group Duty Free (CTGDF) is the undisputed leader in China's duty-free market,...
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China Strategy: Interesting Stock Picks for 2H25
​Market focus shifting to 2H25 earnings, with five stocks expected to see earnings momentum acceleration, including Sany Intl, Shanghai Electric,...
366 Views
China Travel Intl Inv (308 HK): What's UP?
The share price of CTII has surged over 35% since we wrote this Insight 5 days ago, and as of now, it has risen by 17%. Besides the restructuring...
702 Views
Hong Kong Market Strategy - Trade and Portfolio Ideas Amidst the Volatility
$769 has lagged other rare earth plays but it is now up 100% in two days. We would look to sell half and keep the rest as a free ride. Hard...
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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...
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