Nameson Holdings (1982 HK): 17% Dividend Yield Can Be Sustained and Improved Long-Term
We initiate coverage on Nameson Holdings, a knitwear manufacturing company with Uniqlo as its major customer, trading at 4.5x PE with an 17%...
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HK-Listed Apparel & Footwear Screener: Right Stocks Listed in the Wrong Market - Attractive Yield & Rapid Expansion Outside China - Sep 2024
We compile a list of ten high-yielding/net cash or low-net debt stocks in HK's apparel/footwear value chain. HK is a pariah for investors, and...
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Technically Speaking, Breakouts and Breakdowns: HONG KONG (SEPTEMBER 3)
Hong Kong market broke its downtrend however it met strong resistance just above 18k. PICC and Sinopec broke to new highs relative to MSCI...
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Stella International: A Beneficiary of Reshoring
Stella's 1H 2024 profit surged by 54% as its cash balance doubles. Margins expanded as revenue increased by 7.5%. The Board approved an increase...
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HONG KONG ALPHA PORTFOLIO: (November 2025)
The Hong Kong Alpha portfolio returned -2.89% in November versus +1.72% for its benchmark index. The HK Alpha portfolio has outperformed Hong Kong...
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