China Dongxiang (3818 HK): Better than It Appears
China Dongxiang Group shows promising operating and financial improvements despite unexciting 2H FY25 results. The stock remains highly...
230 Views
Anjoy Foods Group (2648 HK) IPO: Reasonably Attractive
Anjoy Foods Group's H-share IPO at HK$66.00 offers a 33-34% FY25 PER discount to peers. With strong growth potential, solid capabilities and sound...
254 Views
COSCO Shipping Energy (1138 HK): A Viable Play on the Israel-Iran Conflict
CSET is poised to benefit from oil supply worries amid Israel-Iran tensions. A closure of Hormuz will raise rates by increasing alternative route...
234 Views
HK Strategy: Trend of Narrowing H-A IPO Discount
H-share IPOs of A-shares have seen narrowing discounts, with larger-caps trading at smaller discounts, but not the ones with the largest...
258 Views
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...
367 Views