HK Strategy: Exposure to Europe - Who Are at Risk?
A recent surge in Eurozone sovereign yields will put pressure on some companies. The 100 largest HK companies have only 6% of their revenue from...
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WuXi XDC (2268 HK): Synthetic Expert Call Transcript (27 Aug 2026)
Strong operational momentum is overshadowed by parent company actions: WuXi XDC delivered robust H1 2026 results with revenue growing 37.0% to...
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Aequitas: WuXi XDC Placement - Past Deals Have Been Mixed but Has Strong Momentum
WuXi AppTec (2359 HK) is looking to raise around US$300m via selling some of its stake in WuXi XDC (2268 HK). In this note, we talk about the deal...
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WuXi XDC (2268.HK): 1H26 Results Call Takeaways: GPM Outlook, Singapore Site, BioDlink Integration
1H26 adjusted net profit +37% YoY. 51 newly signed iCMC projects (record-high); 1H26 call focus: 1) GPM outlook, 2) Singapore site ramp-up, 3)...
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HONG KONG ALPHA PORTFOLIO: (September 2026)
HK Alpha portfolio gained 2.22% in September, outperforming its benchmark by 5.36%. Since inception, the portfolio has outperformed HK indexes by...
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