Update on Some of the HK Commodity Stocks We Follow
Revisiting some of the Hong Kong commodity stocks we have highlighted previously. Tanker rates remain high, copper demand grows amid speculation,...
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Overview #4 - Analysis of Chinese Travel Data Is on the Wrong Path.
Changing consumer preferences affecting Chinese May Day travel data, while consumers in the US and Japan are dealing with declining real incomes.
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Further Opportunities in the Hong Kong Market
As global and emerging market funds return to Hong Kong, some underperforming index names will attract flows. Seeing good technical action, volume...
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China Bluechemical Ltd (3983.HK) - Fertiliser Pricing on the Up
Investors can capitalize on rising food and energy prices in this fertiliser stock poised for an upswing, with a low valuation and a strong...
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Revisiting Jafco (8595.T) - Company Reaches An Important Milestone
Jafco reaches the holy grail of asset management , while its new fund raising is exceeding expectations. Exit multiples for Japan will likely...
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