China & HK Strategy: Who Are the Victims of a US Recession?
Reliance on the US market varies among HK-listed companies, with some having high direct exposure to a recession. Those with low direct exposure...
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China & HK Strategy: Stocks Exposed to the US and Higher Tariffs
With the Trump administration announcing global reciprocal tariffs, even companies with manufacturing presence in other countries will suffer...
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Technically Speaking: Breakouts and Breakdowns in HONG KONG (July 10)
Share prices of Smoore International, China Communication Services and GDS had Bullish technical signals while Samsonite and Huatai Securities have...
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GEM Weekly: 2022 Yearend Edition
In our final weekly for the year, we look back at 2022 to see which GEM stocks, countries, and currencies out and underperformed, and look forward...
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China Consumer – Lacklustre 4Q22E Outlook Despite Any Short-Lived Rally; Top Buy CRB/ Proya/ CTGDF
3Q wrapped up with 2 beats, 2 in-lines and 2 misses. We revised our 2022E earnings forecasts by -1 to -23%, and that put us roughly 5-25% below...
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