Primer: Aluminum Corporation Of China (2600 HK) - Sep 2025
Industry Leader with Strong State Backing: As one of the world's largest aluminum producers, Chalco benefits from significant vertical...
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Primer: Aluminum of China (601600 CH) - Sep 2025
Dominant Market Position: As the world's largest producer of alumina and primary aluminum, Chalco benefits from significant economies of scale...
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Citic Resource Holdings (1205.HK) - A Play on Oil and Coal Demand
A HK commodity stock with earnings expected to improve over the next few years - also tied to India's industrial growth.
697 Views
HONG KONG ALPHA PORTFOLIO: (November 2025)
We made small changes to the HK Alpha portfolio mid-month. At the close on 12/12 we sold all of First Pacific (142 HK) and added 2% to our...
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A-H Premium Weekly (Dec 12th): MCC, China Merchants Securities, Chongqing Rural Commercial Bank
We analyzed A-H premium changes in the past week and highlight A-H premium changes for MCC, China Merchants Securities, Chongqing Rural Commercial...
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