Sany Heavy Industries A/H Listing - PHIP Updates and Thoughts on A/H Premium
Sany Heavy Industry (600031 CH), aims to raise around US$1.5bn in its H-share listing. In this note, we talk about its recent updates and likely A...
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Sany Heavy Industries A/H Listing - Has Suffered Recently, Showing Signs of Stabilizing
Sany Heavy Industry (600031 CH), aims to raise around US$1.5bn in its H-share listing. The company has now filed its PHIP and will look to launch...
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HONG KONG ALPHA PORTFOLIO (July 2025)
The Hong Kong Alpha portfolio outperformed its benchmark and all Hong Kong indexes in July. The portfolio achieved these results while increasing...
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Japan Morning Connection: Energy Related and Tech Strong Pointing to a Good Start for Japan
Energy related up as EU announces they will be purchasing US fuels, US pausing new restrictions on tech exports to China, Tesla's partnership with...
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Japan Morning Connection: Trumps Latest 25% Tariff Salvo on JP Unlikely to Be Final
Risk off for Tech and AI in the US. Fallout for Tesla after Musk announced forming a new political party. Samsung struggles with weak numbers due...
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