Founder & Head of Research, Fortress Hill Advisors

Alex Ng

Founder & Head of Research

Fortress Hill Advisors

Founded in Hong Kong in 2019, Fortress Hill Advisor seeks to provide premium economic and financial researches.

Premium Economic & Investment Research

Equity Bottom-Up

<ul>
<li>The Magnificent Seven has increased by a whopping 111.6% in 2024, outpacing the return of S&amp;P500 at 26.3% during the same period.</li>
<li>The average return of the "Magnificent Seven" over the past month is approximately 3.61% whereas that for S&amp;P500 is approximately 2.33%.</li>
<li>However the Magnificent Seven are quite away from their peak now as the peak-to-present return range from -9.48% to -4.17%.</li>
</ul>


The Magnificent Seven has increased by a whopping 111.6% in 2024, outpacing the return of S&amp;P500 at 26.3% during the same period.
The average return of the "Magnificent Seven" over the past month is approximately 3.61% whereas that for S&amp;P500 is approximately 2.33%.
However the Magnificent Seven are quite away from their peak now as the peak-to-present return range from -9.48% to -4.17%.


When Will the Magnificent Seven Break New High Again?

Global Head of Research, Smartkarma

Mark Artherton

Global Head of Research

LR Research

Thematic (Sector/Industry)

In Today's Issue<table class="table table-striped"><tbody>
<tr>
<td>Area</td>
<td>Item</td>
</tr>
<tr>
<td>Economic/Commodities</td>
<td>
REMITTANCES TO INDIA ARE DOWN
BRAZIL SOYBEAN EXPORTS ARE UP
PRECIOUS METALS PRICES FLIRT WITH SUPPORT _ COULD BREAKDOWN
PEMEX MAKES SIZEABLE OIL DISCOVERY
</td>
</tr>
<tr>
<td>Policy Led</td>
<td>
SAUDI PURGE
CHINA'S PARIS OUTPERFORMANCE
PBoC LOOKING AT ITS OWN DIGITAL CURRENCY
VENEZUELA SEEKS EXTERNAL DEBT RESTRUCTURING
CHINA'S MAINLAND LAW ON THE NATIONAL ANTHEM TO APPLY TO HK AND MACAU
</td>
</tr>
<tr>
<td>Management Specific</td>
<td>
AMAZON INTO HEALTH INSURANCE IN EUROPE?
CJ CHEILJIDANG SELLING CJ HEALTH?
HDFC STANDARD…
</td>
</tr>
</tbody></table>

In Today's Issue

Area
Item


Economic/Commodities

REMITTANCES TO INDIA ARE DOWN
BRAZIL SOYBEAN EXPORTS ARE UP
PRECIOUS METALS PRICES FLIRT WITH SUPPORT _ COULD BREAKDOWN
PEMEX MAKES SIZEABLE OIL DISCOVERY



Policy Led

SAUDI PURGE
CHINA'S PARIS OUTPERFORMANCE
PBoC LOOKING AT ITS OWN DIGITAL CURRENCY
VENEZUELA SEEKS EXTERNAL DEBT RESTRUCTURING
CHINA'S MAINLAND LAW ON THE NATIONAL ANTHEM TO APPLY TO HK AND MACAU



Management Specific

AMAZON INTO HEALTH INSURANCE IN EUROPE?
CJ CHEILJIDANG SELLING CJ HEALTH?
HDFC STANDARD…




Transport Sector, China and Asia-focused Research

Charles De Trenck

I am no friend of Putin or his methods. But this noise in US media on Russian influence in US elections and Russia’s manipulation of <a href="https://www.smartkarma.com/entities/665" target="_blank" data-smartkarma-citation="entities:665:1">Facebook Inc A (FB US)</a> is a witch hunt, all the while denying constant US undue influence in media of other countries.US media, social media and media tech is out of control. The ship will likely right itself…after the revolution devours its children.The revolutionaries in our story are the tools and content that media uses. For now, the people are in love with…

I am no friend of Putin or his methods. But this noise in US media on Russian influence in US elections and Russia’s manipulation of Facebook Inc A (FB US) is a witch hunt, all the while denying constant US undue influence in media of other countries.US media, social media and media tech is out of control. The ship will likely right itself…after the revolution devours its children.The revolutionaries in our story are the tools and content that media uses. For now, the people are in love with…

False Puritanism in American Media and Tech's Turbocharching of Media's Weaknesses

Asia Ex-J Consumer/ Transport analyst

Valerie Law, CFA

Ever since the rise of the online media industry and increasing pace of content digitization, traditional content creators, owners, and distributors have faced disruptions and declining revenues. Now, they are finding ways to monetize the content that they own or distribute. In this article, we explore seven pricing models that currently exist, but are still evolving. Some businesses could be using a combination of two or more monetization models.

Ever since the rise of the online media industry and increasing pace of content digitization, traditional content creators, owners, and distributors have faced disruptions and declining revenues. Now, they are finding ways to monetize the content that they own or distribute. In this article, we explore seven pricing models that currently exist, but are still evolving. Some businesses could be using a combination of two or more monetization models.  

Note:  The weekend edition of '21 things' tends to be lighter with less analysis.<div class="content-highlight">1.  <a href="https://www.smartkarma.com/entities/6290" target="_blank" data-smartkarma-citation="entities:6290:1">Li &amp; Fung Ltd (494 HK)</a> parent the Fung Group is revamping its <a href="https://www.fungacademy.com/stories/innovation-experimentation/explorium-%E2%80%93-playground-future-retail" target="_blank">Explorium project</a> in Shanghai - a space that allows tech startups that focus on supply chain management and fashion to experiment.  Despite a recent recovery, the Li &amp; Fung share price remains well below its highs.  The revamp has been labeled as a soft launch, but a new push in this direction could be beneficial to Fung group companies.  Li &amp; Fung…</div>

Note:  The weekend edition of '21 things' tends to be lighter with less analysis.1.  Li &amp; Fung Ltd (494 HK) parent the Fung Group is revamping its Explorium project in Shanghai - a space that allows tech startups that focus on supply chain management and fashion to experiment.  Despite a recent recovery, the Li &amp; Fung share price remains well below its highs.  The revamp has been labeled as a soft launch, but a new push in this direction could be beneficial to Fung group companies.  Li &amp; Fung…

United States

Meta Platforms Inc. operates as a social technology company. The Company builds applications and technologies that help people connect, find communities, and grow businesses. meta Platform is also involved in advertisements, augmented and virtual reality.

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When Will the Magnificent Seven Break New High Again?

The Magnificent Seven outperform S&P500 in 2023 with a 111.6% increase, but are now below peak levels. Whether they can break new high again...

Alex Ng

21 Things Worth Knowing (#8)

In Today's Issue1. Saudi Crown Prince kick starts an anti-corruption drive in a bid to cement his power. So far 11 princes, 4 ministers and a...

Mark Artherton

False Puritanism in American Media and Tech's Turbocharching of Media's Weaknesses

I am no friend of Putin or his methods. But this noise in US media on Russian influence in US elections and Russia’s manipulation of Facebook Inc A...

Charles De Trenck

Monetization Models for Digital Content

Ever since the rise of the online media industry and increasing pace of content digitization, traditional content creators, owners, and...

Valerie Law, CFA

21 Things Worth Knowing Today (Issue 3)

Note: The weekend edition of '21 things' tends to be lighter with less analysis.1. Li & Fung Ltd (494 HK) parent the Fung Group is revamping...

Mark Artherton

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

When Will the Magnificent Seven Break New High Again?

​The Magnificent Seven outperform S&P500 in 2023 with a 111.6% increase, but are now below peak levels. Whether they can break new high again...

Alex Ng

21 Things Worth Knowing (#8)

In Today's Issue1. Saudi Crown Prince kick starts an anti-corruption drive in a bid to cement his power. So far 11 princes, 4 ministers and a...

Mark Artherton

False Puritanism in American Media and Tech's Turbocharching of Media's Weaknesses

I am no friend of Putin or his methods. But this noise in US media on Russian influence in US elections and Russia’s manipulation of Facebook Inc A...

Charles De Trenck

Monetization Models for Digital Content

Ever since the rise of the online media industry and increasing pace of content digitization, traditional content creators, owners, and...

Valerie Law, CFA

21 Things Worth Knowing Today (Issue 3)

Note: The weekend edition of '21 things' tends to be lighter with less analysis.1. Li & Fung Ltd (494 HK) parent the Fung Group is revamping...

Mark Artherton

The Magnificent Seven outperform S&P500 in 2023 with a 111.6% increase, but are now below peak levels. Whether they can break new high again...