Primer: China Tourism Group Duty Free (1880 HK) - Sep 2025
Dominant Market Leader Facing Headwinds: China Tourism Group Duty Free (CTGDF) is the undisputed leader in China's duty-free market,...
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China Strategy: Revisiting the Rmb Appreciation Story
Appreciation of Rmb benefits companies include H World Group, China Everbright Environment, and CNBM. Newly listed companies in Hong Kong are...
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A-H Premium Weekly (Dec 19th): BankComm, Anjoy Foods, Cosco Shipping Development, Shanghai Electric
We analyzed A-H premium changes in the past week and highlight A-H premium changes for BankComm, Anjoy Foods, Cosco Shipping Development, Shanghai...
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China Strategy: Interesting Stock Picks for 2H25
Market focus shifting to 2H25 earnings, with five stocks expected to see earnings momentum acceleration, including Sany Intl, Shanghai Electric,...
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China Travel Intl Inv (308 HK): What's UP?
The share price of CTII has surged over 35% since we wrote this Insight 5 days ago, and as of now, it has risen by 17%. Besides the restructuring...
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