Primer: CLP Holdings (2 HK) - Sep 2025
CLP Holdings is a dominant electricity provider in Hong Kong, with a regulated business model under the Scheme of Control Agreements (SCAs)...
70 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...
463 Views
HK Short Interest Weekly: Alibaba, China Pacific Insurance, Tencent, Bidu, Akeso
We analyzed the latest HK SFC report for aggregate short position as of Sep 12th and highlight short interest changes in Alibaba, China Pacific...
530 Views
HSI Index Earning Revision (Aug): AIA, HSBC, MEITUAN, JD.COM, BIDU, SINO BIOPHARM
We analyzed HSI's consensus for Aug 2025 and highlighted changes of EPS in AIA (1299 HK), HSBC (5 HK), MEITUAN (3690 HK), JD.COM (9618 HK), BIDU...
554 Views
HSI Index Earning Revision (Jun): Ntes, HSBC, Zto Express, Midea, CCB, Shenzhou Intl, Zijin Mining
We analyzed HSI's consensus for Jun 2025 and highlighted changes of EPS in Ntes, HSBC, Zto Express, Midea, CCB, Shenzhou Intl, Zijin Mining, Clp.
538 Views