Our Tech Portfolio Update: Holding Up Better Than Relevant Indices So Far
Since we published our initial China tech portfolio piece, markets have collapsed as the COVID-19 outbreak evolved into a global pandemic.It...
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China Tech Portfolio: The Stocks We Own
In this note, we highlight our equity portfolio in China Tech today. We have invested our personal assets in all the following companies and...
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Quiddity Leaderboard HSTECH Sep26: Zero Changes Likely but Geely Question Mark Exists
Currently, capping flows are not very significant. The most significant outflow name is NetEase (9999 HK) which could have 0.8x ADV to sell...
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TRACKING TRAFFIC/Chinese Tourism: Destination Shift Could Dampen 2019 Spending
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector. Every month Tracking Traffic/Chinese Tourism...
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HS TECH Index Earning Revision (May): MEITUAN, JD.COM, LI AUTO, NIO, XIAOMI, Kuaishou
We analyzed HS TECH's consensus for May 2026 and highlighted changes of EPS in MEITUAN, JD.COM, LI AUTO, NIO, XIAOMI, Kuaishou.
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