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...
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China Longyuan (916 HK): Mean Reversion
China Longyuan is poised for a valuation mean reversion with three catalysts: power generation acceleration, cash flow improvement, and wind power...
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HONG KONG ALPHA PORTFOLIO - Introduction
We have launched a Hong Kong portfolio with the aim to outperform HK indexes and generate alpha. Stocks are chosen from those highlighted in our...
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China Longyuan (916 HK) – Oct Operating Data Recap
China Longyuan (CLY)’s operating data in Oct 2023 was lower than our expectation, with a YoY decline of 10.99% in total power generation due to...
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CHINA: Do You Like AI? BUY Utilities!
AI is creating an opportunity to benefit from the surge in power needs of China. Rapid growth in data centers to power AI will benefit China power...
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