HK Strategy: Exposure to Europe - Who Are at Risk?
A recent surge in Eurozone sovereign yields will put pressure on some companies. The 100 largest HK companies have only 6% of their revenue from...
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Sa Sa Intl (178 HK): On the Run
Sa Sa recorded encouraging sales for 2Q FY27 (Jun-Sep 2026), with offline sales in HK and Macao growing 52% YoY. Including overseas markets, growth...
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Shenzhen Transsion (2636 HK) IPO: Still Some Upside
Shenzhen Transsion's IPO is priced for an 12.7% upside. 1H26 earnings have recovered, and the 3-year EPS CAGR will reach 30.2%. Conservative...
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HK Strategy: Rate Hike Exposure - Fixed & Floating Rate Debt Analysis
With the US$ rate likely to trend higher over the next 12 months, the HSI constituent stocks with elevated gearing and floating-rate debt, like...
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COSCO Shipping Energy (1138 HK): Skyrocketing
The market has significantly underestimated CSET's 2H26 earnings, as the VLCC spot rate has already reached US$1.26m/day. Given an ROE of 24.5% and...
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