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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
bullish
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China International Capital Corporation
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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...
Osbert Tang, CFA
177 Views
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bearish
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HashKey
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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...
Osbert Tang, CFA
225 Views
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bearish
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HashKey
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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...
Osbert Tang, CFA
637 Views
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bullish
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Meituan
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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...
Osbert Tang, CFA
371 Views
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bullish
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SITC International
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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...
Osbert Tang, CFA
509 Views
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