2025 High Conviction: CKI (1038 HK) - Perfect Harmony
CKI should thrive in a volatile market with stable earnings, diversified geography, low gearing, and consistent dividends. Further, a lower US...
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China & HK Strategy: Names to Watch for Market Value Management
CSRC's Market Value Management Guidelines will benefit the H-share banks and infrastructure construction companies because their A-shares have P/B...
180 Views
China & HK Strategy: What to Grab?
Hong Kong and China markets are seeing a surge, prompting a shift towards chasing underperforming stocks like CR Power and China Mobile in HSI,...
482 Views
HK Strategy: Rate Cut Beneficiaries - Fixed & Floating Rate Debt Analysis
US interest rate decline benefits HSI companies with high gearing levels, like New World Development and Hang Lung Properties, while Sands China's...
357 Views
HK & China Gas (3 HK): A Yield Play Back in Favour
HKCG offers an attractive dividend yield of 5.4% for FY24-26F, backed by its strong cash generation and reduced capex. Lower US interest rates...
211 Views