NETDRAGON (777 HK): Getting Schooled on AI !!!
Netdragon Websoft (777 HK) stock has begun to rerate on the back of its deal with with Zhongke Wenge to integrate and launch AI applications...
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Quiddity Leaderboard HSIII Sep25: Three Changes Likely; US$364mn One-Way Flows
The three expected index changes have remained fixed since the last time we published an insight on HSIII in mid-June. Expected DEL Netdragon could...
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Quiddity Leaderboard HSIII Sep25: Some Changes to Expectations; Trade Idea Successful
The SHORT Expected DEL Net Dragon vs Peers trade has generated a strong positive return during the last month. This could continue over the next...
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Quiddity Leaderboard HSIII Jun25: US$423mn One-Way for Jun; Some Sector-Neutral Pair Trades for Sep
We see NetDragon (777 HK) as an expected DEL for the September 2025 index review and there could be multiple days of volume to sell. NetDragon...
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HONG KONG ALPHA PORTFOLIO: (September 2025)
Due to the sudden escalation of US/China tensions we have decided to reduce AI and other risk exposure in the Hong Kong Alpha portfolio at the open...
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