HONG KONG ALPHA PORTFOLIO: (June 2026)
At mid-month, we note that pc makers are passing on higher chip and component costs to consumers. For this reason, we sold our positions in Lenovo...
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Hong Kong Buybacks Weekly (Oct 9th): Tencent, Xiaomi, J&T Express
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Tencent (700 HK),...
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BUY/SELL/HOLD: Hong Kong Market Update (March 10)
Hong Kong market pullbacks with global markets due to war and oil price uncertainty. HSI fell below 200 DMA but holds well above long-term support.
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The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (February 22)
Hong Kong had a strong January performance which saw a continuation of material sector outperformance. China saw ETF outflows as the National Team...
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Hong Kong Buybacks Weekly (Oct 2nd): HSBC, Tencent, Bidu
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were HSBC (5 HK),...
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