Monthly Wrap Up: Six New Alpha Ideas Introduced
In this monthly wrap up, we highlight on the research published during the month, which include six new alpha ideas. We also discuss notes...
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Minth (425 HK): A Cyclical with Structural Growth
Minth Group Ltd (425 HK) is a Chinese Auto supplier with secular growth prospects as it continues to gain greater share in the global supply chain...
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HK Connect Ideas: One Step Closer to Xiaomi/Meituan Inclusion (2019-08-02)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
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HK Connect Ideas: Eleven Weeks of Inflows, Tencent/Nintendo Deal (2019-07-26)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
501 Views
Minth (425): Sombrero and Americano!
Minth's business in North America contributes to 20% of the group's revenue focusing on top end clients such as General Motors Co (GM US) , Ford...
589 Views