Primer: Huadian Power International (1071 HK) - Aug 2026
Improving Profitability Driven by Favorable Coal Prices and Tariff Structures: The company has demonstrated a significant recovery in...
109 Views
Primer: Huadian Power Intl Corp A (600027 CH) - Aug 2026
Strategic Transition to Renewables: Huadian Power is actively diversifying its generation portfolio, traditionally dominated by coal, by...
115 Views
HONG KONG ALPHA PORTFOLIO: (June 2026)
At mid-month, we note that pc makers are passing on higher chip and component costs to consumers. For this reason, we sold our positions in Lenovo...
207 Views
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%...
208 Views
Asian Equities: What's Being Discounted Now, After the Carnage?
Asia's equity volatility is driven by its reliance on ME energy. Top worries are about input shortages & demand destruction. Safe havens: Energy,...
373 Views