Software & IT Services - Broad recovery, a selective opportunity
We analysed a sample of 83 Hong Kong- and US-listed software and related technology companies (49 software and 34 related technology companies)...
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KTX Tactical DR Picks - August 4, 2026 (Eng.)
We recommend taking profit on SNOW06 after delivering a holding-period return of 20.1%, while maintaining our positions in the remaining 10 DRs in...
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KTX Tactical DR Picks - July 10, 2026 (Eng.)
There have been no changes to the KTX Tactical DR Portfolio today. Our KTX Tactical DR Portfolio delivered an average return of +1.87%, driven by...
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KTX Tactical DR Picks - September 3, 2026 (Eng.)
We recommend selling PANW80, PLTR06, and SNOW06 at losses, with holding-period returns of -7.0%, -2.4%, and -6.5%, respectively. Meanwhile, we...
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