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Osbert Tang, CFA

Osbert Tang, CFA
HK/China Equity Long-Short

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Hong Kong & China Industrials & Utilities Equity Bottom-Up Thematic (Sector/Industry)
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China Travel Intl Inv (308 HK): What's UP?

CTII's share price rally was fueled by restructuring speculations, but underlying operations have improved in 2H24. Tourist attractions and hotel...

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02 Jul 2025 07:30

HK Strategy: Some Ideas for 2H25

​Excessive optimism on HSI after a 20% rally YTD, caution needed for Jul-Oct as historically returns are negative. BYD Electronic, Haier Smart...

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30 Jun 2025 07:30

Bright Smart (1428 HK): Bright and Smart FY25

​BSS saw a 20.4% YoY earnings rebound in 2H FY25, driven by increased client accounts and assets, and better market turnover. Ant Financial's...

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bullishChina Dongxiang
26 Jun 2025 08:00

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...

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26 Jun 2025 07:30

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...

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