Taste Gourmet FY25: Strong Results, FY26 To See Decent Growth
We provide an update on Taste Gourmet (8371 HK), which recently released its FY25 results. We summarize our call with the management and our...
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2024 High Conviction - Giant Biogene - Growth Rate Keeps Moving Higher
Giant Biogene was listed in Hong Kong IPO in 2022. It has done well since and is now trading 45% above its IPO price, but its still cheap.
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Hang Seng Index (HSI) Rebalance Preview: Inclusion Candidates for Sep26
We highlight 7 potential adds to the HSI in September. Healthcare continues to be underrepresented and that could change as we near 100 members....
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Primer: Yum China (9987 HK) - Aug 2026
Dominant Market Leader with Ambitious Expansion Plans: Yum China is the largest restaurant company in China, with its flagship brands KFC and...
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Hong Kong Market Strategy - Trade and Portfolio Ideas Amidst the Volatility
$769 has lagged other rare earth plays but it is now up 100% in two days. We would look to sell half and keep the rest as a free ride. Hard...
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