CR Power (836 HK): CSRC Clears Clean Energy Spin-Off
There is material upside to CRP's share price here, even assigning a large holding company discount. CRP's current metrics are not demanding. CRP...
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CR Power (836 HK): Still Upside From Expected Clean Energy Spin-Off
Even assigning a hefty holding company discount, there remains considerable upside to CRP's share price here, should the spin-off unfold. CRP's...
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Global Index Float Methodology Change: HK Stocks with Big Passive Sells
A lot of the stocks with expected passive outflows have underperformed the indices over the last couple of weeks. We would look to unwind trades in...
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The Week that Was in Greater China@SmartKarma – Belt Road, Beef and Better Domestic Figures
This is the inaugural report of “The Week that Was in Greater China@Smartkarma” that feature major insights on China, Macau, Hong Kong and Taiwan...
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A Summary of Stock Calls and Actions
It has been slightly over half a year since I joined this community, so here is a brief summary of stock calls that worked and stock calls that...
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