BUY/SELL/HOLD: Hong Kong Market Update (5/27/26)
The Hong Kong market continues to trade sideways, with pockets of AI-themed stocks surging. IPO activity remains robust in the technology sector.
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CX Daily: China Signals Continued Stimulus With Elevated Deficits in 2026
TOP STORIES China Signals Continued Stimulus With Elevated Deficits in 2026 China will maintain elevated budget deficits and government debt...
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JD Logistics H1/Q2 Results | Momentum, Profitability Show Mixed Signals | Shares Drained Of Optimism
Shares have "round tripped" since March 2026 and at HK$10 there appears to be lots of negativity baked into the price. At just 8x consensus 2026F...
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CX Daily: How ‘Paper Wealth’ Masks Risks for Chinese Insurers
In Depth: How ‘Paper Wealth’ Masks Risks for Chinese Insurers When state-owned Dajia Insurance Group Co. Ltd. spent billions of yuan...
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SHEIN H1/Q2 Results | Slow Top-Line Growth, More Margin Compression | Fulfilment Costs Up Sharply
SHEIN disclosed H126 financial results, which show few surprises: revenue growth is still depressed, and margins continue to shrink due to high...
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