HONG KONG ALPHA PORTFOLIO (August 2025)
Hong Kong Alpha portfolio gained 11.34% in October outperforming its benchmark and HK indexes. The portfolio's Sharpe ratio increased to 2.91 and...
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HK Short Interest Weekly: Xiaomi, ZTE, Anta, Cathay Pacific Airways
We analyzed the latest HK SFC report for aggregate short position as of Aug 22nd and highlight short interest changes in Xiaomi, TraHK HSI ETF,...
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HK Short Interest Weekly: Tencent, TraHK HSI ETF, China Hongqiao, Wuxi Apptec
We analyzed the latest HK SFC report for aggregate short position as of Aug 15th and highlight short interest changes in Tencent, TraHK HSI ETF,...
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HK Connect Flows Weekly (Aug 22nd): China Life, Tencent, Alibaba, Kuaishou, AIA, Li Auto, Anta
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for China Life, Tencent, Alibaba, Kuaishou, AIA, Li Auto,...
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China Healthcare Weekly (Aug.24)-JD Health 25H1 Results, Hansoh Placement, Ascletis Pharma Placement
JD Health 25H1 strong financial position and positive growth outlook support 3-4x P/S.Ascletis' potential valuation hinges on ASC30's clinical...
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