HONG KONG ALPHA PORTFOLIO: (December 2025)
We have made several mid-month adjustments to the portfolio. We sold Sinofert (297), ENN Energy (2688) and Power Assets (6). We added positions in...
515 Views
BUY/SELL/HOLD: Hong Kong Market Update (December 17)
Hong Kong's market continues its consolidation in a Secular Bull Market. Technology and healthcare sectors have weakened, while utilities,...
545 Views
HONG KONG ALPHA PORTFOLIO: (November 2025)
We made small changes to the HK Alpha portfolio mid-month. At the close on 12/12 we sold all of First Pacific (142 HK) and added 2% to our...
677 Views
HONG KONG ALPHA PORTFOLIO: (October 2025)
We made mid-month adjustments to the portfolio due to sudden re-escalation of tensions with the US & concurrent sectoral de-rating. Several...
861 Views
BUY/SELL/HOLD: Hong Kong Market Update (November 5)
Hong Kong has entered a consolidation stage of its long-term Secular Bull Market. Southbound buying declined in October from an all time high in...
509 Views