Hong Kong Single Stock Options (Sept 29 – Oct 03): Materials and IT Lead Amid Rising Option Activity
HSI extended its rally with broad-based gains, sector leadership from Materials and IT, and option activity climbing to the high end of its range.
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Overview #36 - AI Hype, Mineral Might, and the Nuclear Revival
A review of recent events/data impacting our investment themes and outlook. We look at recent news impacting commodities
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A-H Premium Weekly (Sep 12th): China Longyuan Power, Fudan Microelectronics, Zijin Mining
We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Longyuan Power, Fudan Microelectronics, Zijin Mining,...
560 Views
ECM Weekly (1 September 2025)- Nissan, Metaplanet, Indigo, Laopu, Akeso, Mixue, Aux, Orion, Chery
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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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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