Japan Morning Connection: LDP and Ishin May Sign a Pact to Pave the Way for Japan's First Female PM
Tech and AI lower in the US including Oracle despite releasing positive long term guidance. May see further upside for Shiseido and Kose if...
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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...
697 Views
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...
554 Views
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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