HK Short Interest Weekly: Lenovo, Baba, Meituan, Tencent, Kb Laminates, Zj Innolight
We analyzed the latest HK SFC report for aggregate short position as of Oct 2nd and highlight short interest changes in Lenovo, Baba, Meituan,...
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China Strategy: Evolution of H-Share IPO Premium/Discount
Most of the H-share IPOs of listed A-shares since 2025 saw HA discounts widen post-listing, with only AI-related IPOs achieving meaningful...
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CX Daily: EV Boom Strains China’s Auto Tax System
TOP STORIES In Depth: EV Boom Strains China’s Auto Tax System China hit its 2035 new-energy vehicle (NEV) target a full decade early. Now its auto...
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HONG KONG ALPHA PORTFOLIO: (May 2026)
The Hong Kong Alpha portfolio gained 9.7% in May, outperforming its benchmark by 10.57%. The portfolio has outperformed Hong Kong indexes by 57%...
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HONG KONG ALPHA PORTFOLIO: (April 2026)
The Hong Kong Alpha portfolio posted a -0.5% return for April. Since its inception, the HK Alpha portfolio has outperformed the HK indexes by...
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