Ganfeng Lithium (1772 HK): Global Index Inclusion, Outperformance & The A/H Trade
Ganfeng Lithium could be added to a global index in Nov. The stock has outperformed peers and trades at higher valuations. The A/H premium has...
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The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (January 14)
Trip.com Group (9961 HK) price plunged after it announced an investigation into its monopolistic business practices. Haidilao International Holding...
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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...
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Primer: Jiangxi Ganfeng Lithium (002460 CH) - Sep 2025
Vertically Integrated Leader Facing Cyclical Trough: Ganfeng is one of the world's largest and most vertically integrated lithium producers,...
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The Brand Spanking New Extra Spiffy 🦄H/A-Share Discount/Premium Weekly (As of 11 Aug 2023)
Quiddity's New & Improved And Really Quite Spiffy H/A Discount Monitor. All the H/A Pairs, universe & sector metrics, with interactive tables and...
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