Primer: Nanshan Aluminium International (2610 HK) - Aug 2026
Strategic Southeast Asian Producer with Integrated Growth Plans: Nanshan Aluminium International is a leading alumina manufacturer in Southeast...
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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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Materials - Concerns Largely Priced In; Attractive Valuation
The aluminium sector has come under pressure since early Apr due to the ease of conflict in the Middle East, the potential restriction of bauxite...
110 Views
ESWIN Computing (奕斯伟计算) IPO Trading
ESWIN Computing raised USD 304m to list on HKEX on Friday, October 9. We are cautious on debut performance given the weak subscription and the rich...
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AI Infrastructure: Value Shifts to the Server Board Level
Re-sharing as recent AI infrastructure spending and deployment trends continue to reinforce the discussion around where value capture is becoming...
377 Views