Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
Sign in with Google. Opens in new tab
bullish
Shanghai Electric Group Company
Watchlist
HONG KONG ALPHA PORTFOLIO - Introduction
David has highlighted this Insight as a Top Pick
Equity Bottom-Up
933 Views
04 Nov 2024 04:06
We have launched a Hong Kong portfolio with the aim to outperform HK indexes and generate alpha. Stocks are chosen from those highlighted in our insights.
What is covered in the Full Insight:
Introduction
Portfolio Inception and Strategy
October 2024 Performance
November 2024 Portfolio Changes
Sector and Security Analysis
SUMMARY
(Sign Up to Access)
Full Insight
(Paid Plans Only, 9-minute read)
Related Insights
More »
Loading
Trending Collections
More »
Index Rebalance
India
Equity Bottom-Up
Event-Driven
Sell / Short Ideas
Equity Capital Markets (ECM)
South Korea
Unpaywalled Insights
US ECM
Japan
Trending Insights
More »
HSCI Index Rebalance Preview and Stock Connect (Sep 2025): Plenty of Recent IPOs Could Be Added
SKT Foreign Room Heating Up — Time to Front-Run?
Meitu (1357 HK): AI-Driven Global Index Inclusion
[Japan M&A] Nikkei Reports Pacific Industrial (7250) To Go Private Via MBO at ¥110bn
Frasers Hospitality Trust (FHT SP): 15th August Vote On Frasers Prop/TCC Offer
Top Unpaywalled Insights
More »
New Barbarians Podcast | Episode #029 | Recap & Reset: Macro Shifts, Ethereum's Spike, MicroStrat...
Crypto Week Unleashes a Bitcoin Blitz and Sparks the Altcoin Catch-Up
The Bunny Returns: Playboy’s Market Comeback
HK Connect SOUTHBOUND Flows (To 18 July 2025); Volumes Strong, Net Buying Decent, Meituan Hot
Curator's Cut: Japan Insurers Vs Banks, the State of the Chinese EV Sector and Asian Ports in Focus
Discussions
(Paid Plans Only)
Price Chart
(Sign Up to Access)
Insight Stream
Overview #12 - Not Another Trump Trade!Time to Fade?
15 Nov 2024
Technically Speaking, Breakouts and Breakdowns: HONG KONG (NOVEMBER 13)
13 Nov 2024
The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (November 7)
08 Nov 2024
Hong Kong/China Brokers: TAKE THE OFFER!
25 Sep 2024
BABA's Babies: They're All Grown Now! Weibo the Twitter of China
02 May 2024
Hong Kong: The Glass Is Half Full, Time to BUY Beta
25 Apr 2024
Top
Compliance
Terms of Use
Privacy Policy
Press Kit
RSS Feeds
Request a Free Trial
Avail a Transition Account
Guest Posts on Smartkarma
Other Enquiries
Join TL;DR Community
Free Weekly Newsletters
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.55.3
x