“Buy the Worst” Strategy into Year 3: What's on for 2022 to Beat the HSI?
Our "Buy the Worst" strategy outperformed HSI by a massive 26.1pp YTD. For 2022, new names are Haidilao, Ali Health, Alibaba, Sands China and...
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NKE China FQ2 2022 Review: Double-Digit Decline in Retail & Wholesale: Excess Inventory, Weak Demand
NKE is likely to report Double-Digit YoY Decline in China Retail & Wholesale due to Excess Inventory, Weak Demand as a result of COVID, Slow...
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The Stocks to Own in Asia – Vol. 35
Our research team constantly reviews the Asian markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
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Screening for GEMs: December 2021
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
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China Dongxiang (3818 HK): Disappointing Result, But Still a Very Undervalued Asset Play
Bad result should have reflected in the share price, and China Dongxiang is still deeply undervalued with its share trading at 61% discount to the...
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