Primer: CLP (2 HK) - Oct 2026
CLP Holdings Limited (2 HK) provides institutional investors with a premier defensive utility profile in the Asia-Pacific region, underpinned...
87 Views
HK Strategy: Rate Hike Exposure - Fixed & Floating Rate Debt Analysis
With the US$ rate likely to trend higher over the next 12 months, the HSI constituent stocks with elevated gearing and floating-rate debt, like...
124 Views
2025 High Conviction: CKI (1038 HK) - Perfect Harmony
CKI should thrive in a volatile market with stable earnings, diversified geography, low gearing, and consistent dividends. Further, a lower US...
600 Views
Curator’s Cut: Debt Gets Dearer, Diesel Runs Dry & Strategic Stakes Come Undone
We see which Asian sectors might be impacted by rising rates, how refiners are benefitting from wide crack spreads, and how strategic stakes are...
89 Views
HK Strategy: Rate Cut Beneficiaries - Fixed & Floating Rate Debt Analysis
With the Fed hinting at a slower rate cut path, the beneficiaries mentioned in this Insight will turn to suffer more. The names with the highest...
885 Views