HSI Dec 2026 Index Rebalance Forecast
We expect 4 mid-conviction ADDs with no DELETE, and Energy, Materials, Industrials, Conglomerates remains the most underweight industry group in...
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Aequitas: MMG Ltd Placement - Expansion Funding Amid Strong Recent Momentum
MMG Ltd (1208.HK) is looking to raise around US$800m from a primary share placement. It also plans to raise another US$800m from a convertible bond...
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Primer: MMG (1208 HK) - Apr 2026
MMG is strategically positioned as a pure-play copper growth vehicle, with the recent acquisition and planned expansion of the Khoemacau mine...
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Overview #56 - Back to the Races?
A review of recent events/data impacting our investment themes and outlook. We take a look at Oil, Commodities and the strong move in US indices
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Quiddity Leaderboard Hang Seng Index Dec26: Z.AI, COSCO, 3SBIO Among Our Top Picks
We have presented our top 10 picks for addition for HSI in Dec26. In the last 5 rebalances, at least one name has been added from our top 10 picks...
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