China & HK Strategy: Names to Watch for Market Value Management
CSRC's Market Value Management Guidelines will benefit the H-share banks and infrastructure construction companies because their A-shares have P/B...
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SITC International (1308 HK): Unbeatable
SITC's 3Q24 is impressive with surging revenue, solid volume, and good freight rates. Consensus forecasts upgraded, and more room to grow. The DPS...
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Update on Some of the HK Commodity Stocks We Follow
Revisiting some of the Hong Kong commodity stocks we have highlighted previously. Tanker rates remain high, copper demand grows amid speculation,...
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Full Truck Alliance: Currently Less Than 'Full Loaded', but Issues Are Fully Fixable
FTA's shares are down 66% vs their IPO price, but underlying performance has been mixed. To ensure long-term growth, FTA should follow our two-part...
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Technically Speaking, Breakouts and Breakdowns: HONG KONG (SEPTEMBER 13)
Hong Kong conglomerate sector shows increased momentum. Hengan and J&T technical patterns broke down. J&T fell to new lows since its listing last...
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