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...
319 Views
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...
724 Views
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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China Power International (2380 HK): A Major Move to Raise Clean Energy Exposure
CPI's Rmb10.8bn acquisition from its parent will make clean energy reach 70% of total capacity. The move will enhance earnings by 10% and an all...
333 Views