“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...
665 Views
Continued Absence Of Breakdowns Is A Positive Sign; Many Bottoms-Up Stock Recommendations
As long as the Russell 2000 index (IWM) is above $208, the Russell Micro Caps index (IWC) is above $134-$135, and the S&P 500 is above 4495, we...
322 Views
China Gas Holdings (384 HK): Post-Result Call Takeaways, Looks like Not yet Reached the Bottom
Weaker-than-expected result for 1H FY22 is negative and management turned more cautious on outlook for 2H FY22, pointing to lower new connections...
238 Views
CNOOC (883 HK): This Is An Outright Buy
CNOOC is inexpensive versus its two domestic peers, its international peers, and to historical levels. I would expect the imminent A-share listing...
597 Views
Kunlun Energy (135 HK): Positive Takeaways from Discussion with Company
Kunlun Energy should have a decent 1H21 driven by good natural gas sales, LPG sales, LNG terminal and recovery of the exploration and production...
204 Views