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...
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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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HONG KONG ALPHA PORTFOLIO: (November 2025)
We made small changes to the HK Alpha portfolio mid-month. At the close on 12/12 we sold all of First Pacific (142 HK) and added 2% to our...
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