Fosun International (656 HK): Synthetic Expert Call Transcript (08 Sep 2026)
Asset-Light Transitions Mask Structural Leakages: While the proposed ClubMed Lifestyle Group Hong Kong IPO (filed on August 28, 2026) and the...
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Fosun (656 HK): ClubMed Spin-Off Won't Move The Needle
At 0.38x P/B, Fosun is not expensive. The five-year average P/B is 0.3x. Spinning off the ClubMed unit won't narrow the discount to book. I might...
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HONG KONG ALPHA PORTFOLIO: (September 2026)
HK Alpha portfolio gained 2.22% in September, outperforming its benchmark by 5.36%. Since inception, the portfolio has outperformed HK indexes by...
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Primer: Fosun International (656 HK) - Aug 2026
Fosun is a complex conglomerate undergoing a significant strategic shift, focusing on deleveraging and streamlining its portfolio to navigate...
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Asian Bond Monitor: Chinese Bonds Are Back
​Asian high-yield bonds, particularly Chinese credits, are performing well due to improving sentiment towards emerging markets, with a focus on non...
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