HK Strategy: Exposure to Europe - Who Are at Risk?
A recent surge in Eurozone sovereign yields will put pressure on some companies. The 100 largest HK companies have only 6% of their revenue from...
91 Views
2025 High Conviction: CKI (1038 HK) - Perfect Harmony
CKI should thrive in a volatile market with stable earnings, diversified geography, low gearing, and consistent dividends. Further, a lower US...
600 Views
Primer: CK Infrastructure (1038 HK) - Aug 2026
Strategic Asset Rotation: CK Infrastructure (CKI) is actively managing its portfolio by divesting mature assets, such as the recent agreement...
104 Views
Henlius (2696 HK): So, When Was The Last Time A PE/VC Outfit Blocked A Deal?
PE and/or a VC outfit blocking deals are rare. Which may suggest LVC doesn't want that moniker. You could therefore, extrapolate that line of...
1.1k Views
Krungthai XSpring Zoom Eng. August 31, 2026
Asian stock markets reacted negatively as the two-year US Treasury yield rose to 4.35% after investors interpreted the Fed Chair's remarks as...
92 Views