Chow Tai Fook (1929 HK): What if Special Dividends Are Declared?
The market's assumption of no special dividends for CTF's FY24 result may be off - potential for an attractive 10.7% yield. The share price could...
751 Views
HONG KONG ALPHA PORTFOLIO (August 2025)
Hong Kong Alpha portfolio gained 11.34% in October outperforming its benchmark and HK indexes. The portfolio's Sharpe ratio increased to 2.91 and...
568 Views
China: Revival 2.0?
Chinese real estate prices impact stock market, Trump's tariff approach to China changes, undervalued stocks in Hong Kong offer high yield potential.
697 Views
China Crosses the Rubicon - Direct Payments to Kickstart Consumption
Policy efforts are shifting towards driving consumption and boosting consumer confidence, presenting a favourable risk-reward opportunity for...
462 Views
China COVID Policy: Near-Term Pains for Consumer Discretionary
Near-term negative impact of China's U-turn in COVID policy on consumer discretionary has been underestimated by the market. It is prudent to take...
590 Views