Shanghai Electric (2727 HK): High Risk, High Return
Shanghai Electric is set for a correction after the recent rally, but a long-term opportunity is seen. Positive drivers include Fanuc Robots'...
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Primer: Shanghai Electric Group Company (601727 CH) - Sep 2025
Shanghai Electric is a leading Chinese state-owned enterprise (SOE) at the forefront of the energy transition, strategically shifting its...
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Shanghai Electric (2727 HK): What Is Driving It Crazy?
SEC's stock surges on Fanuc Robots acquisition and potential backdoor listing of SMEE, allowing an entry into EUV lithography machine sector. Low...
996 Views
HONG KONG ALPHA PORTFOLIO - Introduction
We have launched a Hong Kong portfolio with the aim to outperform HK indexes and generate alpha. Stocks are chosen from those highlighted in our...
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A/H Premium Tracker (To 9 May 2025): AH Premia Fall Small; Spread Torsion Provides Continued Alpha
AH Premia flat on the week. Volumes are low. All eyes are on Geneva this weekend and I have no view other than to say nothing gets solved in a...
572 Views