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Boe Technology Group Co. (200725 CH)
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40
Analysis
Information Technology
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China
BOE Technology Group Co., Ltd. manufactures and markets monitors and related parts, precision electric accessories and materials, and mobile digital products. The Company also provides information technology services.
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bullish
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Thematic (Sector/Industry)
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22 May 2023 16:36
The Innovations Portfolios - Week Twenty Six
The small-Cap (+4.1%) and midcap (+1.9%) portfolios continues to outperform respective benchmarks, but the willful omission of mega-tech names has...
Pyari Menon
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246 Views
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bullish
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Thematic (Sector/Industry)
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17 Apr 2023 21:34
The Innovations Portfolios - Week Twenty One
For the twenty-one weeks since inception ended 14 April the innovation small cap portfolio was up 5.9%, mid cap portfolio was up 4.4% and the large...
Pyari Menon
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263 Views
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bullish
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Quantitative Analysis
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03 Apr 2023 14:31
Northbound Flows Monthly (Mar): BOE, Wuliangye, Nari, Wanhua, Luzhou Laojiao
We analyzed the Hong Kong Connect Scheme for March and highlight flows for BOE, Wuliangye, Nari, Wanhua, Luzhou Laojiao, CMB, Longi Green, Foxconn,...
Ke Yan, CFA, FRM
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310 Views
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bullish
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Thematic (Sector/Industry)
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03 Apr 2023 09:25
The Innovations Portfolios - Week Nineteen
For the nineteen since inception ended 31 March the innovation small cap portfolio was up 8.0%, the innovation mid cap portfolio was up 3.2% and...
Pyari Menon
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357 Views
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bullish
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MSCI Emerging Markets Index
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28 Mar 2023 04:33
MSCI EM $EEM 2-Month Downtrend Reversal at Support -- Add Exposure. Upgrading Taiwan to Overweight
Signs continue to point to a topping $DXY, and a declining DXY has historically resulted in EM outperformance (vs. $EAFE). Many ideas in China/Hong...
Vermilion Research
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282 Views
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