Primer: Datang Environment Industry Group (1272 HK) - May 2026
Deeply Undervalued Asset with Strong Cash Flow: The company trades at exceptionally low valuation multiples (e.g., P/E ratio of 0.4x),...
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HSCI / HK Connect Sep 2026: Post-Implementation Review
HK Connect Sep 2026 implementation has passed the first post-implementation week. We review what worked, what did not, and how current results...
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HSCI / HK Connect Sep 2026 Implementation: Pre-Implementation Update
HK Connect enters implementation on 7 Sep 2026. We update stock performance since the HSCI announcement and discuss the implementation trade.
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HSCI / HK Connect Sep 2026 Rebalance: Post-Announcement Positioning
HSIL announced the September review result on 21 Aug 2026 after market close. We forecast 53 southbound Connect ADDs and 15 DELETEs. We review the...
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HSCI / HK Connect Sep 2026 Inclusion Forecast and Positioning
We expect 36 southbound Connect ADDs, 31 new and 5 returning, and 25 DELETEs from the current Connect list at the HSCI September review, effective...
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