HONG KONG ALPHA PORTFOLIO (July 2025)
The Hong Kong Alpha portfolio outperformed its benchmark and all Hong Kong indexes in July. The portfolio achieved these results while increasing...
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A-H Premium Weekly (Aug 8th): Metallurgical Corporation Of China, Shandong Gold Mining
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Metallurgical Corporation Of China, Shandong Gold Mining,...
471 Views
A-H Premium Weekly (Aug 1st): China Telecom, CIMC, Anjoy Food, China Everbright Bank
We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Telecom, CIMC, Anjoy Food, China Everbright Bank,...
500 Views
A-H Premium Weekly (Jul 25th): Jiangxi Copper, Dongfang Electric, China Life
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Jiangxi Copper, Dongfang Electric, China Life, China Energy...
507 Views
Jiangxi Copper (0358.HK / 600362.SH): Turnaround Hinges on Captive Shift, Still Deep Value
​Company has seen steady revenue growth but thin margins due to tolling-heavy model; strategic shift to captive mining and value-added products...
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