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Osbert Tang, CFA
HK/China Equity Long-Short
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China
Joined:
26 March 2019
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Recent
bearish
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Zhou Liu Fu Jewellery Co., Ltd.
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19 Jun 2025 07:30
Zhou Liu Fu (6168 HK) IPO: Not Our Cup of Tea
Zhou Liu Fu Jewelery's IPO lacks appeal due to declining profitability, smaller size, and weaker financials, with limited upside and downside in...
Osbert Tang, CFA
322 Views
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bullish
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Thematic (Sector/Industry)
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18 Jun 2025 07:30
"Buy the Worst" HSI Strategy: Solid Gains in 1H25
The "Buy the worst" basket outperformed the HSI by 16.7pp YTD, boosted by Chow Tai Fook and Wuxi Biologics, while top performers in 2024 lagged,...
Osbert Tang, CFA
325 Views
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bullish
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Thematic (Sector/Industry)
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16 Jun 2025 07:30
China & HK Strategy: Rare Earths - What and How?
US-China trade negotiation is heavily influenced by rare earths, with China processing 90% of the global supply and the US relying on China for...
Osbert Tang, CFA
258 Views
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bullish
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Thematic (Sector/Industry)
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13 Jun 2025 11:59
Smartkarma Originals
China A-Share Consumer Staples: An Analysis of the Opportunities Ahead
With the recent IPOs of Foshan Haitian Flavouring and Fujian Anjoy Foods (planned), we think the interest in China's consumer staples sector will...
Osbert Tang, CFA
746 Views
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bullish
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Chow Tai Fook Jewellery
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13 Jun 2025 07:30
Chow Tai Fook (1929 HK): A Decent Rebound
Despite lagging the HSI since end-2023, CTF's solid 2H FY25 results, product transformation, and cost control achievement will boost the share...
Osbert Tang, CFA
411 Views
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