Nongfu (9633 HK): 1H25, Recovering from Defamation, Record High Margin
Nongfu Spring’s revenue increased by 16% YoY in 1H25, compared to a decrease in 2H24. The operating margin reached its historical high. Wahaha, the...
412 Views
HK Connect Flows Weekly (Aug 22nd): China Life, Tencent, Alibaba, Kuaishou, AIA, Li Auto, Anta
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for China Life, Tencent, Alibaba, Kuaishou, AIA, Li Auto,...
464 Views
HK Connect Flows Weekly (Aug 8th): Tencent, Kuaishou, Alibaba, Meituan, Li Auto, China Mobile
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Tencent, Kuaishou, Alibaba, Meituan, Li Auto, China Mobile.
644 Views
KTX Tactical DR Picks - August 8, 2025 (Eng.)
We recommend selling MSFT80, NONGFU80, and BKNG80 with returns of 4.6%, -0.3%, and -3.0%, respectively. At the same time, we recommend initiating...
85 Views
Eastroc Beverage Group - High Growth in 25H1 Continues but Concerns Begin to Emerge
Both revenue and net profit of Eastroc maintain a high-speed growth trend on 25H1, with high dividend payout ratio. But inflation may pose a...
483 Views