Buys in Japan and Europe; China Pulling Back -- Buy; MSCI ACWI Uptrend Intact
Buys in Japan and Europe; China's Shanghai Composite Pulling Back to 10-year Base Support -- Buy; MSCI $ACWI Uptrend Intact. Actionable Themes:...
529 Views
3SBio Inc (1530 HK): NDA Approvals Awaited Amid Sales Decline; Upfront Payment To Boost 2H25
3SBio saw 1% revenue decline in 1H25, with core product Tpiao sales dropping 4%. Phase III trials for three new drugs are complete and are under...
296 Views
Simcere Pharmaceutical (2096 HK) Placement: Innovative Pipeline Enlightens Growth Prospects
Simcere Pharmaceutical is placing 120M shares at the price of HK$12.95 per share. The company intends to apply 90% of the net proceeds for the R&D...
311 Views
HSI Index Earning Revision (Aug): AIA, HSBC, MEITUAN, JD.COM, BIDU, SINO BIOPHARM
We analyzed HSI's consensus for Aug 2025 and highlighted changes of EPS in AIA (1299 HK), HSBC (5 HK), MEITUAN (3690 HK), JD.COM (9618 HK), BIDU...
577 Views
HONG KONG ALPHA PORTFOLIO (August 2025)
Hong Kong Alpha portfolio gained 11.34% in October outperforming its benchmark and HK indexes. The portfolio's Sharpe ratio increased to 2.91 and...
470 Views