Primer: China Hanking Holdings (3788 HK) - May 2026
China Hanking is undergoing a significant strategic pivot, shifting focus from its traditional iron ore operations in China towards becoming a...
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HSCI / HK Connect Sep 2026 Rebalance Forecast
We forecast 44 ADD candidates and 26 DELETE candidates for the HSCI September review, with the announcement expected on 21 Aug 2026.
182 Views
Screening the Silk Road: Q2 2020 Small-Mid Cap High Risk Names to Avoid
Deteriorating credit metrics continue to support our view that the level of risk is increasing within the small-mid cap universe. Our screen...
597 Views
IRC Limited (1029 HK): Closing Date Extended as the Risk/Reward Turns Unattractive
The rise in iron ore prices and a light offer pose challenges. The risk/reward profile is unfavourable as the upside (5.4% spread) outweighs the...
579 Views
IRC Limited (1029 HK): A Wide Spread as the Conditional Offer Opens
Satisfying the minimum acceptance condition carries risk. However, the risk/reward profile is favourable as the upside (25.5% spread) outweighs the...
919 Views