China Dongxiang (3818 HK): Another Play on the Market Rally
China Dongxiang trades at an 82.1% discount to NAV despite the recent HK and China rally, with potential for a positive bottom-line swing in FY25...
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China Dongxiang (3818 HK): Turned Around on Sports Business
Along with the encouraging 3Q FY24 (Oct-Dec 2023) sportswear sales - Kappa brand sales up mid 40%–50% YoY, China Dongxiang has benefited from the...
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Eeka Fashion (3709): Ladies Fashion
Good product, high gross profit margin but net margin is low due to the high cost compared to the peers. Unless they can increase their online...
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CX Daily: China Offers Brand-Name Drugmakers a Lifeline in Bulk-Procurement Tender
$18 Million in Bribes: The Double Life of a Chinese Financial Official A mid-level official at China’s foreign exchange watchdog...
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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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