HS TECH Index Earning Revision (Aug): NTES, LI AUTO, BIDU, HORIZON ROBOTICS, MEITUAN, JD.COM
We analyzed HS TECH's consensus for Aug 2025 and highlighted changes of EPS in NTES, LI AUTO, BIDU, HORIZON ROBOTICS, MEITUAN, JD.COM, Meituan, Jd,...
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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...
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Quiddity Leaderboard Hang Seng Index Sep25: BeOne, TME, and Pop Mart Among Our Top Picks
The official index change results for the Hang Seng index Sep25 review will be announced publicly on Friday (after market close). This might be a...
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Europe Next to Break Out?; Bullish Outlook Intact; Remain Overweight Korea, Greece, and the U.S.
Europe Next to Break Out?; China and Japan Remain Attractive and a big focus since our July 3rd report titled "China and Japan Breaking Out;"...
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HONG KONG ALPHA PORTFOLIO (July 2025)
The Hong Kong Alpha portfolio outperformed its benchmark and all Hong Kong indexes in July. The portfolio achieved these results while increasing...
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