Primer: Lee & Man Paper Manufacturing (2314 HK) - Aug 2026
Strong Financial Rebound: The company demonstrated a significant recovery in its most recent fiscal year, with net income growing 47.8%...
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HONG KONG ALPHA PORTFOLIO: (January 2026)
At the end of January, we began to move out of materials and tech and into early cycle sectors. We continue with mid-month exposure adjustments: we...
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Lee & Man (2314): Higher Dividend, AI + ASEAN Launch
Lee & Man Paper exceeded expectations in 2025 with a 50% YoY profit jump, doubled dividend, and AI-driven production efficiency leading to higher...
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Lee & Man (2314): Recovery Play
Paper manufacturing sector shows signs of recovery with cheap valuation, big players reducing capacity to boost prices, and contributing to...
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HONG KONG ALPHA PORTFOLIO: (March 2026)
Guoquan Food announced that management sold a 4.74% stake at a discounted price of $3.8 to boost the liquidity of the shares. We viewed the move...
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