Primer: Huaneng Power International In (600011 CH) - Sep 2025
Significant Profitability Turnaround: Huaneng Power has demonstrated a remarkable recovery, swinging from a significant net loss in 2022 to...
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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...
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China Longyuan (916 HK): We Stay on the Bull Camp
Capacity expansion of 17.7-20.9% YoY, coupled with efficiency improvement will mean sharp rebound in FY23 profit. Reduction in impairment and...
665 Views
CHINA: Do You Like AI? BUY Utilities!
GDS Holdings announced that is considering an IPO for a REIT of its data center assets in China which could happen next year. The share sale could...
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Technically Speaking, Breakouts and Breakdowns: HONG KONG (NOVEMBER 25)
Southbound buying in HK continued strong with Value Factor providing the best returns.AAC Tech share price had a break out as it provided strong...
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