HS TECH Index Earning Revision (Jun): BYD, Ntes, Kuaishou, Lenovo, Li Auto, Horizonrobot, China Lit
We analyzed HS TECH's consensus for Jun 2025 and highlighted changes of EPS in BYD, Ntes, Kuaishou, Lenovo, Li Auto, Horizonrobot, China Lit, Asmpt.
299 Views
Downgrading Germany and Ireland; Global Technology Still Leading; Crucial Base Supports Holding
Downgrading Germany and Ireland; Global Technology Still Leading; Crucial Base Supports Holding on $ACWI ($123-123.50), $EEM ($46)
380 Views
Upgrading Korea to Overweight; MSCI ACWI and Emerging Market Breakouts
MSCI $ACWI and Emerging Market $EEM Breakouts; Upgrading Korea $EWY to Overweight; Downgrading Broad Europe, but staying Overweight Germany,...
444 Views
HS TECH Index Earning Revision (May): Xiaomi, Ntes, Meituan, Jd, Smic, Horizonrobot
We analyzed HS TECH's consensus for May 2025 and highlighted changes of EPS in Xiaomi, Ntes - S, Meituan, Jd - Sw, Smic, Horizonrobot, Hua Hong Semi.
491 Views
HONG KONG ALPHA PORTFOLIO (May 2025)
The Hong Kong Alpha portfolio underperformed its benchmark in May by 3%, however it has outperformed Hong Kong indexes by 3 to 19% since its launch...
351 Views