Minth (425 HK): A Cyclical with Structural Growth
Minth Group Ltd (425 HK) is a Chinese Auto supplier with secular growth prospects as it continues to gain greater share in the global supply chain...
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HK Connect Ideas: One Step Closer to Xiaomi/Meituan Inclusion (2019-08-02)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
770 Views
HK Connect Ideas: Eleven Weeks of Inflows, Tencent/Nintendo Deal (2019-07-26)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
646 Views
Minth (425): Sombrero and Americano!
Minth's business in North America contributes to 20% of the group's revenue focusing on top end clients such as General Motors Co (GM US) , Ford...
756 Views
StubWorld: More Misery For PCCW As Index Re-Bal Weighs
This week in StubWorld ... PCCW Ltd (8 HK)'s continued underperformance relative to HKT Ltd (6823 HK) may be due in part to MSCI Hong Kong Index...
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