Wuxi Lead Equipment (470 HK): Almost Fair
​Wuxi Lead Intelligent Equipment's lukewarm IPO response leads to a fair value estimate of HK$45.6-48.8, suggesting it is almost fairly-valued with...
232 Views
Hang Seng Index (HSI) Rebalance Preview: Inclusion Candidates for Mar26
We highlight 8 potential adds to the HSI in March. CATL is still a high prob add along with Healthcare names. Estimated turnover is 4.1% and trade...
1k Views
Quiddity Weekly H/A: Spread & Southbound Monitor - Going Into Year End
An H/A Spread Monitor Project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and where the...
767 Views
Emerging Markets Strategy:Â Attractive Setups in China, Brazil, India, and Chile
Recent USD strength has weighed on EM’s relative performance. Given (1) strength in commodity prices (sans precious metals), (2) the potential for...
477 Views
HSI Index Earning Revision (Dec): MEITUAN, CCB, China Life, HENGAN INTERNATIONAL, LI AUTO, ICBC
We analyzed HSI's consensus for Dec 2025 and highlighted changes of EPS in MEITUAN (3690 HK), CCB (939 HK), China Life (2628 HK), HENGAN...
842 Views