Primer: Zhou Hei Ya (1458 HK) - Aug 2026
Strategic Realignment Driving Recovery: Zhou Hei Ya is in a critical phase of strategic transformation, shifting from aggressive scale...
85 Views
HSCI / HK Connect Inclusion (Mar 2026): Lessons from a Sep 2025 Retrospective Event Study
A retrospective study of the Sep 2025 HK Connect event reveals where the alpha sat, when mean reversion kicks in, and how Connect inflows and...
396 Views
Busy Ming (1768 HK) IPO: Not Expensive with Moderate Upside
Busy Ming outperforms peers in F&B retailing at a 3-year EPS CAGR of 43.1%, with a cheap IPO at 13x FY26F and 10.2x FY27F PERs. The fair value is...
494 Views
Anjoy Foods Group (2648 HK): The Start or the End of a Rally?
Anjoy's strong revenue and margin recovery for 3Q25 drive the post-results rally. The improved earnings projection will support a narrower...
290 Views
HSCI Index Rebalance Preview and Stock Connect (Sep 2025): Plenty of Recent IPOs Could Be Added
The forecast adds to the index and Stock Connect are up 9.7% on average this month while the forecast deletes from the index and Stock Connect are...
1.7k Views