INSIGHT PROVIDER
Top Quartile
Osbert Tang, CFA

Osbert Tang, CFA
HK/China Equity Long-Short

843
Insights
431.1k
Views
613
Followers
Hong Kong & China Industrials & Utilities Equity Bottom-Up Thematic (Sector/Industry)
Refresh
18 Dec 2025 07:30

CICC (3908 HK): Merger Details Are Out

​CICC released merger details, facing 8.5% EPS dilution, but justified by the rise to the 3rd largest securities company. Share price reaction may...

Share
bearishHashKey
17 Dec 2025 07:30

HashKey Holdings (3887 HK): A Challenging Debut Despite Oversubscription

​HashKey's IPO is priced at HK$6.68, 3.9% below the top end, signalling concerns despite strong demand. Digital assets were down 11.6% last week...

Share
bearishHashKey
11 Dec 2025 07:30

Hashkey Holdings (3887 HK) IPO: Pricing Uncertainties Expensively

​HashKey's IPO at HK$6.95 equals 14.9x FY26F P/S, unappealing due to a tiny public shareholder base, crypto volatilities, and a competitive...

Share
bullishMeituan
09 Dec 2025 07:30

2026 High Conviction: Meituan (3690 HK) - Contrarian Perspectives

The market's unanimous bearish stance on Meituan creates opportunities in 2026, given its low P/B and high net cash-to-share price. Margins are so...

Share
08 Dec 2025 12:57

SITC International (1308 HK): A Charming 1H25

SITC Intl just announced a board meeting on 18 Dec to consider a special dividend. It has been consistently rewarding shareholders with special...

Share
x